Brokerage Engine Support

Document Checklist Action Buttons


Overview:

In this article, we will review the function of each action button on a Document List.
This includes:

  • Uploading a document to its placeholder
  • Waiving a document that is not required
  • Approving or Rejecting an uploaded document



Quick Reference:


Link to Full Step-by-Step Guide





















Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article