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Last Modified on 09/05/2025 3:33 pm EDT
Document Permission Categories
Standardized Document Names
Managing and Using Doc Labels
Automatic Doc Name Grouping
Set Up and Manage Reference Docs & Links
Download and Use Reference Docs & Links
Send Reference Docs & Links from a Transaction
Receive Notifications when Documents are Added to Transactions
Understanding Maildrop Addresses
Finding Your Maildrop Address
Upload a Doc
Bulk Apply Unassigned Doc Labels
Color-coded Custom Labels in Unassigned Docs
Assign a Doc to a Transaction
Managing and Storing Docs
Break Apart Docs
Managing Break Apart Templates
Merging Docs
Managing Comments on Docs
Drag and Drop Doc Comments to Notes
Reviewing Documents
Managing Unreviewed Docs
Entered Docs
Sort Transaction Docs by Document Label
Remember the Last Sort Order of Transaction Docs
Recover Docs Deleted from Transactions and Unassigned Docs
FAQ & Troubleshooting Docs