Assign unassigned docs to a transaction so they’re stored, tracked, and accessible in the right place.
You can assign documents to transactions from two places:
- Unassigned Page
- Within a Transaction
Assign a single document to a transaction.
Who Can Do This: Admins and agents with Assign Docs permission.
To assign a doc to transactions from the Unassigned Page
- Go to the Unassigned Page
- Click [Unassigned] from the top menu.
- Find the Doc
- Locate the doc you want to assign. Use search or sort to narrow your results.
- Start the Assignment Process
- Click [Assign] to the right of the doc.
- Choose a Transaction
- Click [Assign] next to the correct transaction if the doc is not already pre-assigned to a transaction.
- Optionally, if the transaction does not exist yet, click [Add Transaction] to create it.
- Name Docs
- Type the Doc Name.
- Start typing the name, and select it from your company's list of Standardized Doc Names. Your company's preferred name and settings will be applied automatically.
- If no Standardized Doc Name exists, type the complete doc name.
- Set Permission Category
- Choose the Permission Category to set which participants on the transaction can view the document.
- If the Doc Name has a default Permission Category, it will be pre-selected when you choose it.
- Assign
- Click [Assign Doc]. When the upload is complete, you’ll be redirected to the transaction, and the new docs will be highlighted in the Docs section.
Assign multiple documents to a transaction at once.
Who Can Do This: Admins and agents with Assign Docs permission.
To assign a doc to transactions from the Unassigned Page
- Go to the Unassigned Page
- Click [Unassigned] from the top menu.
- Select the Docs
- Check the box next to each doc.
- Check the box in the header row to select all docs.
- Start the Bulk Assignment Process
- Click [Bulk] from the menu at the top of the page, then select [Bulk Assign].
- Choose a Transaction
- Click [Assign] next to the correct transaction if the docs are not already pre-assigned to a transaction.
- Optionally, if the transaction does not exist yet, click [Add Transaction] to create it.
- Name Docs
- Type each Doc Name.
- Start typing the name, and select it from your company's list of Standardized Doc Names. Your company's preferred name and settings will be applied automatically.
- If no Standardized Doc Name exists, type the complete doc name.
- Set Permission Category
- Choose each Permission Category to set which participants on the transaction can view the document.
- If a Doc Name has a default Permission Category, it will be pre-selected when you choose it.
- Assign
- Click [Assign Docs]. When the upload is complete, you’ll be redirected to the transaction, and the new docs will be highlighted in the Docs section.
Assign documents directly within a transaction.
Who Can Do This: Admins and agents with Assign Docs permission.
To assign a doc to transactions from the Unassigned Page
- Go to the Transaction
- Open the transaction where you need to take action.
- Start the Assignment Process
- Click [Assign Docs] from the left menu.
- Continue Assignment
- Follow the steps for Assign a Doc or Bulk Assign Docs as needed.