Uploading documents

After assigning checklists, you can begin uploading your documents. Your checklist may contain a few different items: tasks and documents. Tasks guide you through the process and help to complete all the needed steps. You can mark tasks as complete as soon as you take care of it. On top of tasks, you need to upload documents to your transaction. There are 4 options for adding documents:
1 - click the Upload button near the appropriate task of the checklist and select the document to add it. Once uploaded you will see the document preview. This can be done from the Checklists/Documents tabs.

2 - email documents to your transaction by clicking "add via email" link on the left-hand side menu. After that, you need to copy the unique email address automatically generated by the system and send the necessary files to this address. The system will save them to the Unsorted folder under Assets.

3 - drag and drop multiple documents from your PC to any page of the system within appropriate transactions. Once uploaded you will be redirected to the Unsorted folder for further processing:

4 - navigate to the Unsorted tab, click Add document and select Upload file or Pull from DocuSign if required:


Please watch the video below for details.

Was this article helpful?
8 out of 8 found this helpful

Have more questions? Submit a request