Finalize a Document File 

Overview:

In this article, we'll review how to finalize a Document File. 

This includes: 

• Waiving Not Applicable Documents
• Sending Status Recap 
• Approving Transaction File for Processing Commissions to Agents
• Manually Archiving a Document File (not required)

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide