Review Individual File | Scribe

    Review Individual File

    • 0 step |
    • 50 seconds

      Navigate to a File

      Click "Document Lists."
      Alert! All of the filters are considered "Sticky Filters," meaning you can navigate away or log out and back in and filters will stay.
      Filter by any of the following options: Office, Reference Name, Type, Tags, Agent or Document Status.
      Tips! Tip 1: If a Transaction file, the reference field can search by close date or address. Tip 2: When searching by status, the system is looking for at least *one* document in the file to be in this current status.
      The "Stats" column is a quick view of the document checklist statuses within a file.

      Review a Single Document

      Click here.
      Click here.
      Select Reject or Approve.
      Click here if you'd like to notify agent on Review Decision.
      Add any comments, if applicable.
      Click "Submit."

      Quick Audit Individual File

      Click "Quick Audit."
      Select Reject or Approve.
      Tips! Tip 1: Add commnet, if applicable and/or check "Notify Agent on Review Decision" if you'd like to notify agent on Review Decision. Tip 2: Check "Request Final Review" if you'd like the document to be sent for final review. For example, the document was approved by a Compliance but still needs broker approval.
      Click "Submit."
      Navigate within this window to the different documents awaiting review within the file.
      Once all documents have been reviewed, a pop up to send a recap email will appear. This is *optional* & can be skipped. In this example, let's skip.
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