Click this icon to copy the dedicated email address for this file.
3
Paste the copied email address into the 'To' field in your email. Email address display name should read as the same as the document file name
4
Add any attachments to email and click send
Alert! Once you have sent email, should take 3-4min for the document attachment to show at bottom of file in Received status.
5
Locate Document in received status
6
You can use scissor button to perform document split function to send needed pages to the corresponding item in checklist.
Tip! Link to Knowledge Base article on upload & split function
<https://help.brokerageengine.com/support/solutions/articles/43000723648-upload-split-document>
Alert! If all pages have been split to other checklist placeholders, the original uploaded document will automatically go to waived status. If any pages are disregarded, they will remain here in received status.