How to upload a document from Transactions

To upload a document from your account to your escrow team, select a transaction (if multiple) from the Transaction Summary page. 

1. Select the "Documents" tab. 
2. Select "Upload Document" and pick the document you wish to upload. Choose a Document Name from the drop-down and add comments if needed. 
3. Then, click the save button. 

Once uploaded, the document(s) will also be listed under their Document Name on the Documents tab. The escrow file will also have a copy of the uploaded document.