Add Document Button 

Overview:

In this article, we will review how to add a document to an existing document file. 

• Add one-off or additional documents (such as a signed addendum, updated disclosure, or receipt)
  
• Select a document checklist item that was set up as an optional document, so you can easily include it when needed

Important to Know: 

When choosing a checklist item from the dropdown menu, you will see two possible labels next to the item name:

• Existed – This means the item is already part of the checklist, or it was previously included and then waived.

• New – This means the item has not yet been part of the checklist. Selecting it will add it for the first time.

Please find the available resource below.

Quick Reference:

Link to Full Step-by-Step Guide