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. This feature ensures each file is stored in the correct place, initiates the document review workflow and helps keep the entire process organized from the start. 

  • Ability to select additional checklist items if the document satisfies more than one requirement
  • Option to add comments or notes if additional context or clarification is needed


Please find the available resource below. 



Quick Reference:


Link to Full Step-by-Step Guide
























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