How To Access the Tools and Templates Library

Modified on Tue, 6 Jan at 2:29 PM

As part of the Member Training Sessions, we create templates, guides, marketing pieces, and more to supplement the training, making it even easier for you to implement what you've learned during the video session.

These resources are included in the Session Replay Page for each individual Member Training Session, but you can also review a full list of all downloadable resources available to you from the "Templates & Tools Library" (also called the "Filebox").

To Access the Tools and Templates Library

Sign In to your Paperless Agent Customer Dashboard
Scroll down and select the card labeled "Search Templates and Files" or go to https://dashboard.thepaperlessagent.com/filebox/.

Navigating the Filebox

The Filebox is sorted by different categories. Review the most recent and most popular resources under the category "Featured Resources". You can use the grey Categories dropdown to explore the other categories available.

If there is something you can't locate, just send us an email at support@thepaperlessagent.com, and we will be happy to help you!