Updated Articles

  1. View Docs Overview

    Last Updated: 08/19/2025 in More Guides Topics Documents Previewing Docs
    Easily find and work with the documents you need — whether you're grabbing a shared form, sorting new uploads, working a transaction, or reviewing docs for approval. ...

  2. Uploading Docs

    Last Updated: 08/19/2025 in More Guides Topics Documents

  3. Assigning Docs

    Last Updated: 08/18/2025 in More Guides Topics Documents

  4. Assign Docs via Transactions

    Last Updated: 08/18/2025 in More Guides Topics Documents Assigning Docs
    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 ...

  5. Assign a Doc

    Last Updated: 08/18/2025 in More Guides Topics Documents Assigning Docs
    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...

  6. 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...

  7. Introduction to Assigning Docs

    Last Updated: 08/18/2025 in More Guides Topics Documents Assigning Docs
    You can assign documents to transactions from two places: Unassigned Page Within a Transaction

  8. Document Permission Categories

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

  9. 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...

  10. 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