Brokerage Engine Support

• Upload & Split Document
• Add Document Button
• Email Document Attachment into File
• Download Documents Button
• Locate Historical File
• Document Checklist Action Buttons

View all 11

• Reviewing / Auditing Documents
• Archiving Documents
• Review Individual File
• Quick Audit Multiple Files
• Send Document File Status Recap
• Finalize a Document File

• Creating & Editing Listing Document Lists
• How to Create Document File Sections
• Restrict Document Checklist Access