> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
> Use this file to discover all available pages before exploring further.

# Document management best practices

> Keep your deal documents organized, accessible, and ready for compliance.

Good document management means you can find any document in seconds and your files are always ready for compliance review.

## Use folders

Create a consistent folder structure across your deals:

**Example folders:**

* **Contracts** — purchase agreement, amendments, addenda
* **Disclosures** — seller's disclosure, lead paint, property condition
* **Inspection** — inspection report, repair requests, repair responses
* **Closing** — closing disclosure, settlement statement, final walkthrough
* **Miscellaneous** — anything that doesn't fit the above

You can create folders manually or ask Homie:

> *"Create folders for Contracts, Disclosures, Inspection, and Closing"*

## Fill deal data first, then draft documents

Filling out your deal data before drafting documents maximizes accuracy and ease of use. Additionally, this prevents typos and saves time.

**Recommended workflow:**

1. Create the deal
2. Fill in key deal data — buyer, seller, agents, price, dates
3. Draft your documents
4. Review and fill any remaining fields

## Send for signatures in batches

When multiple documents need signatures from the same parties, select them all and send as a single envelope. Recipients receive one email instead of several, which means faster turnaround.

<Note>
  Homie defaults to sending all documents requested for signing in one envelope.
</Note>

## Sync early and often

If you're using SkySlope:

* Enable **auto-sync for documents** on the deal (it's on by default)
* After any significant document change, do a manual sync for immediate updates
* Always sync before a compliance review or checklist audit

## Keep track of signature status

After sending for signatures, monitor the status:

* **Sent** — waiting for the recipient to open
* **Delivered** — they've opened it but haven't signed
* **Completed** — signed and done

If a signer is taking too long, use the **Send Reminder** feature or ask Homie to nudge them.

## Use Homie for bulk operations

Instead of clicking through each document:

* *"Move all the closing documents into the Closing folder"*
* *"Send the purchase agreement and addendum for signatures"*
* *"Sync all documents to SkySlope"*

<Tip>
  Name uploaded documents clearly. "Buyer\_Smith\_Inspection\_Report.pdf" is much more useful than "scan001.pdf" when you need to find it later.
</Tip>