Brokerage Engine Support

Upload Document to Single Checklist Item


Overview:

In this article, we will review how to upload a document directly to a single document checklist item. Uploading files this way automatically kicks off the review workflow, ensures accurate storage, and keeps your project organized from day one.

  • Multi-item Selection: Easily tag a single document to multiple checklist items if it fulfills more than one requirement.
  • Contextual Comments: Add notes or context directly to upload if your reviewer need extra clarification. 

Please find the available resource below. 



Quick Reference:


Link to Full Step-by-Step Guide
























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