TotalBrokerage

When Signature Requests are sent via email the customer will receive their email with the comments that you've added to the signature request. Select C...

HOW TO CREATE AND SEND AN E-SIGNATURE REQUEST To request signatures, go to the Actions menu at the top-right corner of the Documents tab within a tra...

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 manage documents within a transaction using batch operations and folders. These features help you organize documents and save time when making chang...

The Documents tab will display all of forms for your transaction. The Actions dropdown shows the following selections. If you are working within a docume...

The Actions dropdown menu within a document includes the following options: Request Signatures – Send the document out for electronic signatures. Send Do...