Updated Articles

  1. Add Docs

    Last Updated: 08/19/2025 in More Guides Topics Documents Managing Transaction Docs
    Upload Docs Learn how to Upload Docs   Maildrop Docs Learn how to Maildrop Docs ...

  2. Rename a Doc

    Last Updated: 08/19/2025 in More Guides Topics Documents Managing Transaction Docs
    Rename a doc on a transaction.. Who Can Do This : To rename a doc: View the Docs List Scroll to the  Docs  section to see all docs, grouped by  Permission Category. Find the Doc to Rename Click the d...

  3. View Docs

    Last Updated: 08/19/2025 in More Guides Topics Documents Managing Transaction Docs
    Learn how to View Docs

  4. 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. ...

  5. Uploading Docs

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

  6. Assigning Docs

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

  7. 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 ...

  8. 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...

  9. 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...

  10. 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