Tip!\
Any documents in In Progress that are either not required or applicable to file can be waived to assure all documents are in Done status.
1
Once inside Document File, click here to waive not applicable documents.
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Send Status Recap on File
2
Click "Send Email."
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3
Agents are already added as options to send recap to.
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4
Add any others via cc field.
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Tip!\
You *DO NOT* need to select an agent to send a status recap.
5
Add any addtional info here, if needed.
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6
Click "Send."
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Approve Transaction File Commissions
7
Click "Transaction Detail."
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8
Click "Approve for Commission."
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9
Click "OK."
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Manually Archive a Document File
Alert!
It is ***not*** required to manually archive a Document File.
Default auto archive policy:
- 30 days post closing/cancelling of listing and transactions.
- 60 days post for expired and withdrawn listings.
10
Click "Transaction Documents."
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11
Click "Archive Document List."
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12
Click "OK."
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13
Click "OK."
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14
Click "Yes" to view any waived documents from this file.
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