Documents

How Do I Restore a Deleted Document from Trash? (Recover Deleted Document, Undelete File)

Covers: restore a deleted document, recover a deleted document, undelete a file, document recovery, get a deleted file back, restore from trash.

Short answer: Go to Content → Documents → Trash and click Restore next to the deleted document. Deleted documents stay in Trash for 30 days before they're purged — see the Managing Deleted Documents section below.

Note:

• This article covers managing documents within the Brokerkit platform. If you're looking for a copy of your service contract with Brokerkit, please see our Billing FAQ
• If you're trying to import an Excel or CSV file with a contact list, you can find the information here: "How To Import or Upload Contacts".
• If you want to insert a file or attach a document when sending an email, text, or campaign (e.g. a flyer, contract, study guide, or split sheet), use the +Insert Document button in the composer — see the Using Documents in Communications section below. Files must first be uploaded to the Documents library. If you click +Insert Document and see no files to insert (empty list), jump to the Troubleshooting: No files showing when inserting a document section.

Uploading Documents

Documents Page

1. Click on Content in the top left menu -> Documents
2. Click "+Add Document" located in the top right of the screen
3. Select one or more files (max 25MB each)
4. Click upload

Contact Profile

1. Go to a contact profile
2. Click the upload button on the documents panel.
3. Select one or more files (max 25MB each)
4. Click Upload

API

• Visit the article on how to add via our API here

Basic Management

• In the Documents page
  • Use the search bar and advanced filters to find documents
  • Click a document name to view it
  • Use action buttons to:
    • Download
    • Edit properties
    • Share links
    • Delete

Edit Document Details

1. Click the edit icon
2. Update:
   1. File name - Rename the document
   2. Status - Set the document status (e.g., Active, Inactive)
   3. Category - Categorize the document (e.g., Resume, Contract)
   4. Owner - Assign a team member as the document owner (see details below)
   5. Related Contacts - Link the document to contact profiles (see details below)
3. Click Confirm to save changes

Understanding Owner vs. Related Contacts

Documents have two different fields for associating people, and they serve different purposes:

Owner (Team Member)

The Owner field assigns a team member (admin, staff, or agent) who is responsible for the document.

• The Owner dropdown lists your BrokerKit team members — not contacts or leads.
• Use the Owner field to track which team member uploaded or manages the document.
• On the Documents page, you can filter by Owner to find all documents managed by a specific team member.
• Tip: The Owner filter on the Documents page only shows team members who are currently assigned as the owner of at least one document. If a team member does not appear in the filter, it means they have not been set as the owner on any document yet. To add them, edit a document and assign them as the Owner — they will then appear in the filter.

Related Contacts (Contact Profiles)

The Related Contacts field links the document to one or more contact profiles (leads, recruits, agents in your database).

• When you add a contact as a Related Contact, the document will appear on that contact's profile under their Documents section.
• You can link multiple contacts to a single document.
• Use Related Contacts when you want a document to be easily accessible from a specific contact's profile page.
• Type a contact's name in the Related Contacts field to search and select from all contacts in your database.

Example: You upload a training PDF. You set the Owner to yourself (the team member managing it), and add several recruit contacts as Related Contacts so the PDF appears on each of their profiles.

Sharing Documents

1. Open a document
2. Choose:
   • Internal link (requires BrokerKit access)
   • Public link (no login required)
3. Click to copy link
4. Optional: Toggle Staff Only/Shared setting

Using Documents in Communications

You can insert any file from your Documents library directly into outbound messages — emails, texts, appointments, notes, tasks, or campaigns. This is how you attach a document, flyer, contract, or study guide to an email without uploading it from your device each time.

To insert a file or document when sending an email (or any other composer):

1. Open an email, text, appointment, notes, tasks, or campaign composer
2. Click +Insert Document
3. Select one or more document(s) from the list
4. Click Insert

Documents sent will be provided as public links, allowing the recipient to view, print, or download them without needing Brokerkit access.

• Optional: Edit link display text
  • click the link button in the text editor
  • enter link display text
  • click save to apply changes

Troubleshooting: No files showing when inserting a document

If you click +Insert Document in an email (or other composer) and the document selector shows no files to insert — or is missing documents you know your teammates have uploaded — the most common cause is the owner filter at the bottom of the selector.

Fix: Scroll to the bottom of the document selector and change "Show my" to "Show all". This switches the view from "only documents you own" to every document in your team's Documents library, so files uploaded by other team members (admins, staff, or another agent) will now appear and be selectable.

Other things to check if the list is still empty:

• Nothing uploaded yet. The Documents library may simply be empty. Go to Content → Documents in the top menu and upload at least one file using +Add Document (see the Uploading Documents section above). The file will then be available in the selector.
• Status is Inactive. Only Active documents are available to insert. Open the document and set Status to Active.
• Document has no owner. Very old documents may have no owner assigned. Ask the uploader to edit the document and set an Owner (see Edit Document Details).

Managing Deleted Documents

• Click "View Trash" in the bottom right of the Documents page

• To restore: Select document > Click Restore

• To permanently delete: Click Delete or Empty Trash

Documents auto-delete after 30 days in trash

Bulk Actions

1. Select multiple documents
2. Use bulk options to:
   • Add contacts - Add Related Contacts to link documents to contact profiles
   • Change status - Update document status
   • Update Category - Change document category
   • Change owner - Reassign the team member owner
   • Delete - Move documents to trash

Organizing Documents: Categories & Search

BrokerKit doesn't use traditional folders to organize your documents library. Instead, you organize documents using Categories, Status, and Owner — all of which you can filter and search on to find any document quickly.

How to organize documents (instead of folders)

1. Categorize each document. When you upload or edit a document, set its Category — for example:

   • Resume
   • Contract
   • Brokerage Overview
   • Compensation Plan
   • Split Sheet
   • Training Material
   • Or create your own custom categories that match your recruiting / retention workflow.

2. Set a status. Mark active documents as Active and retired ones as Inactive to keep your library tidy.

3. Filter and group. On the Documents page, use the filter bar to view all documents in a category (e.g., all "Contracts") or by owner (e.g., everything uploaded by a specific recruiter). This is the BrokerKit equivalent of opening a folder.

Why categories instead of folders?

Categories are more flexible — a single document can be surfaced in many different filter views without being physically "moved." You can reorganize your library anytime by re-categorizing documents; there's no folder path to break when you rename or relocate.

Keeping your library clean

• Archive by setting Status = Inactive for documents you want to retain but stop surfacing.
• Use Bulk Actions to recategorize or delete many documents at once (see the Bulk Actions section below).
• Rename documents to consistent patterns (e.g., 2025 - Contract - Realty One Group) so search finds them instantly.

Restoring a Deleted Document from Trash (Recover Deleted Document / Undelete File / Document Recovery)

Keywords covered: recover deleted document, undelete file, document recovery, restore document, get back a deleted file.

How to Recover a Deleted Document

When you delete a document, it isn't gone — it moves to a Trash bucket where you can restore it for a limited time.

How to restore a deleted document

1. Click Content → Documents in the top menu.
2. Click the Trash tab (or navigate to /recruiter/documents/trash or /retention/documents/trash).
3. Find the deleted document in the list.
4. Click Restore next to it. The document moves back to your active library with its original category and status.

Permanently deleting

To permanently delete (purge) a document from Trash:

1. Open the Trash tab.
2. Select the document.
3. Click Delete Permanently and confirm.

Once permanently deleted, the file cannot be recovered.

Sharing Documents with Recruits

(See the existing Sharing Documents section above for the primary workflow.) Quick recap of your sharing options:

• Attach to an email — use +Insert Document in the email composer to include the file directly.
• Attach to a text — use +Insert Document in the text composer; BrokerKit generates a shareable link.
• Campaign emails and texts — include documents in Smart Campaign templates to send automatically.
• Share link — copy a direct document link from the document's action menu and paste it anywhere.