Updated Articles

  1. Document Labels

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

  2. 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

  3. Standardize Doc Labels

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

  4. Maildropping Docs

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

  5. 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...

  6. Ways to Use Your Maildrop Address

    Last Updated: 08/14/2025 in More Guides Topics Documents Maildropping Docs
    Put your maildrop address to work in everyday workflows to save time, reduce clicks, and keep your docs where they belong: Save Your Maildrop Address to Your Contacts : Keep it handy for quick sending from any device. Program Your Unassigned Do...

  7. Retrieve Your Transaction Maildrop Address

    Last Updated: 08/14/2025 in More Guides Topics Documents Maildropping Docs
    Retrieve your personal maildrop address for a transaction to email docs and messages directly into that transaction without logging in. Sent emails appear in the Received Emails section, and any attached docs are placed in Unassigned, pre-ass...

  8. Introduction to Maildropping Docs

    Last Updated: 08/14/2025 in More Guides Topics Documents Maildropping Docs
    There are two types of maildrop addresses: Unassigned Docs maildrop — Sends docs straight into your Unassigned Docs. Transaction maildrop — Sends docs and messages directly into a specific transaction. Maildrop addresses are unique to each user...

  9. Upload Unassigned Docs

    Last Updated: 08/13/2025 in More Guides Topics Documents Uploading Docs
    Store Unassigned Docs in Pipeline now and assign them later when the transaction is ready. Who Can Do This : Admins  and agents with Upload Docs permission. To upload Unassigned Docs: Start the Upload ...

  10. Maildropping Docs

    Last Updated: 08/13/2025 in More Guides Topics Documents Uploading Docs
    -intro- Learn how to Maildrop Docs