Add Document Button
Overview:
In this article, we will review how to add extra or one-off documents - such as a signed addendum, updated disclosure, or receipt - to an existing file. It also explains how to select and include optional items from your document checklist when needed.
- 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 selecting a checklist item from dropdown menu, look for these two labels next to the item name:
Existed: The item is already on the checklist, or it was previously included and later waived.
New: The item is not yet on 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
