Popular Articles

  1. Viewing Notes & Emails

    Last Updated: 09/29/2025 in More Guides Topics Messaging

  2. Unreviewed Docs Page

    Last Updated: 08/01/2025 in More Guides Pages
    The Unreviewed Docs page shows documents that have been uploaded to transactions but haven’t been reviewed by an admin yet. It helps admins quickly find and process new documents, apply labels, leave comments, and mark files as reviewed — all in one...

  3. Marking Docs Reviewed

    Last Updated: 07/21/2025 in More Guides Topics Documents

  4. Creating Message Templates

    Last Updated: 09/19/2025 in More Guides Topics Messaging

  5. Setting Up Docs

    Last Updated: 07/28/2025 in I am an Admin. Docs

  6. Rotating Docs

    Last Updated: 07/21/2025 in More Guides Topics Documents

  7. Merging Docs

    Last Updated: 07/21/2025 in More Guides Topics Documents

  8. Bulk Assign Docs

    Last Updated: 08/18/2025 in More Guides Topics Documents Assigning Docs
    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 Select the Docs Check th...

  9. Your Login Credentials

    Last Updated: 08/13/2025 in More Guides Topics Access & General Use

  10. Business Holidays

    Last Updated: 08/06/2025 in More Guides Topics Account & Billing