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Last Updated: 08/18/2025
in More Guides Topics Documents
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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
Start the Assignment Process
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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
Find the Doc
Locate the doc you want to assign. Use s...
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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...
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You can assign documents to transactions from two places: Unassigned Page Within a Transaction
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Last Updated: 08/15/2025
in More Guides Topics Documents
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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...
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Apply Document Permission Categories Bulk Change Document Permission Categories
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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...
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Learn more about Standardized Document Names