Assign document order
Once you've added all your documents to your transaction, you'll be taken to your Transaction Overview page. From here, you can list the documents in the same order they appear on your transaction checklist. This way, when you’re asked to take a look at a certain document, you know exactly where to look. Alternatively, you can always use the search bar at the top of the page to pull up any document with keywords.
To change the document order:
- Just drag and drop the document into a new location. There will be a purple bar indicating where the document will be placed when you let go.