Finalize a Document File | Scribe

    Finalize a Document File

    • 0 step |
    • 41 seconds

      Waive Not Applicable Documents

      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.
      Once inside Document File, click here to waive not applicable documents.

      Send Status Recap on File

      Click "Send Email."
      Agents are already added as options to send recap to.
      Add any others via cc field.
      Tip!\ You *DO NOT* need to select an agent to send a status recap.
      Add any addtional info here, if needed.
      Click "Send."

      Approve Transaction File Commissions

      Click "Transaction Detail."
      Click "Approve for Commission."
      Click "OK."

      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 - 60 days post for expired and withdrawn listings.
      Click "Transaction Documents."
      Click "Archive Document List."
      Click "OK."
      Click "OK."
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