Team administrators can create a team member file for each person on the team, where employment and policy documents are drafted and signed.
The documents themselves come from your brokerage — a W9 and an Independent Contractor Agreement, for example. You can upload documents onto an individual team member file, or have documents appear on every new file automatically by adding them to your Team Default Documents.
How do I create a team member file?
Go to Manage Team in your Team settings.
Select the avatar of the team member you want to create the file for.
Select Create Team Member File.
The file is created. Inside it you can draft and sign the agreements, the W9 and any other documents you have set in your Default Documents.
To come back to it later, repeat step 2 and select Go to Team Member File.
Team member files live in the Team section. You do not need an AdHoc deal to hold a team member's paperwork, and you should not use one for that.
Why doesn't an existing file have my new default document?
Team Default Documents are applied when a team member file is created. Every file created after you set the defaults up gets those documents automatically.
Defaults do not backfill. A file that already existed before you set up your defaults — or before you added a new document to them — will not pick the document up on its own. Add it to that file yourself with the Add Document button; the document is still available in your templates folder.
What happens to a team member file when the person leaves?
The file is not deleted. What changes is who can reach it: once the person is removed from the team, the team loses access to the file and only that person can still open it, from Manage Profile on their own account.
So if there is anything on a team member file your team needs to keep, download it before you remove the person.
An agent has left the brokerage but is still on our roster
A team admin can remove them. Jointly support can also do it, at the agent's own request.
If something on a team member file is not behaving the way you expect, reply in the chat with the team member's name and we will take a look.