Updated Articles

  1. Document Permission Categories

    Last Updated: 08/15/2025 in More Guides Topics Documents

  2. How It Works: Document Permission Categories

    Last Updated: 08/15/2025 in More Guides Topics Documents Document Permission Categories
    Transaction Access Comes First Transactions can be viewed by admins and by agents who are assigned to them. This is the first access checkpoint — if someone isn’t in one of these groups, they can’t view the transaction or any of its d...

  3. Apply Doc Permission Categories

    Last Updated: 08/15/2025 in More Guides Topics Documents Document Permission Categories
    Apply Document Permission Categories Bulk Change Document Permission Categories

  4. Introduction to Document Permission Categories

    Last Updated: 08/15/2025 in More Guides Topics Documents Document Permission Categories
    Only agents added to a transaction and admins can see documents on a transaction. That’s the first layer of document visibility. The second layer is Document Permission Categories. Permission Categories decide which documents an agent can vi...

  5. Standardized Doc Permission Categories

    Last Updated: 08/15/2025 in More Guides Topics Documents Document Permission Categories
    Learn more about  Standardized Document Names

  6. Document Labels

    Last Updated: 08/15/2025 in More Guides Topics Documents

  7. Apply Doc Labels

    Last Updated: 08/15/2025 in More Guides Topics Documents Document Labels
    Apply a Doc Label ➡️ Upload Docs Bulk Apply Doc Labels for Unassigned Docs ➡️ Manage Docs

  8. Standardize Doc Labels

    Last Updated: 08/15/2025 in More Guides Topics Documents Document Labels
    Learn more about  Standardized Document Names

  9. Maildropping Docs

    Last Updated: 08/14/2025 in More Guides Topics Documents

  10. Retrieve Your Unassigned Maildrop Address

    Last Updated: 08/14/2025 in More Guides Topics Documents Maildropping Docs
    Retrieve your personal Unassigned Docs maildrop address to email files straight into your Unassigned Docs without logging in. The body of the email is discarded and only the attachments are kept. Who Can Do This : Admins  and agent...