TotalBrokerage

The customer will receive an email with the comments that you've added to the signature request. Select Click here to view. After you open ...

In this article you will find everything you will need to know about Signature Requests. Click the title below to go to the instructions: How to creat...

Creating clauses from within a transaction document will make them usable only for your account. In some cases, you have a common clause that you want t...

You can split, change the order, rotate, or delete pages the pages of a multipage document. This feature is especially useful when it's necessary...

You can choose to combine documents and download them in bulk. In the actions menu of the transaction at the top right, click the option to Download Documen...

Follow the steps below to add multi-line fields to your documents. Access Transactions: Click Transactions from the main menu. Then, click View Tr...

You can perform batch operations on documents within a transaction, saving you valuable time as opposed to processing these actions individually.  The o...

The Documents tab will display all of forms for your transaction. The Actions dropdown shows the following selections. Click on a title for it's deta...