Download all transaction documents

If you want to download a copy of all of your transaction documents (executed or non-executed), but you don't want to build a closing binder, you have the option to do so right from the Transaction Overview page. 

1. On the sidebar, all the way on the left-hand side of your screen, there's an icon of a down arrow in a circle
2. Click on the down arrow icon on the sidebar
3. A pop-up will appear with three tabs: one for documents, one for signature pages, and one for the reports.
4. On the documents tab, select your preferred document state
5. Click Prepare Documents
6. Once your download is ready, you will be able to see it in your Notifications icon (the bell icon on the sidebar). When a blinking green dot appears on the bell icon, you can click on it and download your transaction documents.    

Download Options

• Include signature pages
  • Toggle this on or off depending on what state you want the documents
  • If this is toggled on, choose what state the signtuare pages should be in (i.e. executed or unexectued)
• Include attachments
  • Toggle this on or off depending on what state you want the documents
• Add text to the file names on download
  • You can add custom text that will be automatically added to each file name when you download the documents. By default, no space is added, but you can add a leading space before your text addition.