Brokerage Engine Support

Document Checklist Action Buttons


Overview:

In this article, we will review the purpose of each Action button on a Document List. These buttons can be used to execute the following functions:

  • Upload a document to its designated placeholder
  • Waive a document that is not required
  • Approve or reject an uploaded document 
  • Access the log history of a document


Please find the available resource below.



Quick Reference:


Link to Full Step-by-Step Guide





















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