SUMMARY This article describes how you can create custom transaction statuses to match your company's transaction management workflow. IN THIS ARTICLE Add a New Status Edit a Status Deactivate a Status FAQ Add a New Status ...
SUMMARY Learn how to use Key Dates to designate tasks in your Checklist Templates as important timeline dates that can be displayed on your transaction coversheets, synced to your calendar app, and autofilled into emails and message templates...
SUMMARY The transactions list displays transactions a person has access to view. Only active transactions are displayed on the default view of this list. Search and filter options may be used to find and view inactive transactions. IN THIS AR...
SUMMARY Download and hand off closed transactions to agents and others without waiting for monthly backups. IN THIS ARTICLE Download an Individual Transaction Download an Individual Transaction To download an individual transaction: ...
SUMMARY Learn about Document Permission Categories. Introduction Document Permission Categories let the system know who should be able to view a doc on a transaction. Every doc added to a transaction must have a Permission Category ....
SUMMARY Note and email templates are shareable between admins. After creating a note/email, click the "Share with other admins" checkbox. It will appear in the Saved message templates dropdown list of other admins' shared templates. IN THIS AR...
SUMMARY Define a primary admin for each of your locations for optimal communication with agents. All system-generated emails will be sent from this admin, giving agents the most appropriate go-to person to reply to. This article will show you ho...