Finalize a Document File | Scribe

    Finalize a Document File

    • 14 steps |
    • 41 seconds

      Waive Not Applicable Documents

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      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.

      Send Status Recap on File

      2
      Click "Send Email."
      3
      Agents are already added as options to send recap to.
      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.
      6
      Click "Send."

      Approve Transaction File Commissions

      7
      Click "Transaction Detail."
      8
      Click "Approve for Commission."
      9
      Click "OK."

      Manually Archive a Document File

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      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 - 60 days post for expired and withdrawn listings.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."
      11
      Click "Archive Document List."
      12
      Click "OK."
      13
      Click "OK."