Transactions
If you're having trouble uploading a document to TotalBrokerage, signature requests not working, signatures returning upside-down, or other document-rel...
Mon, Apr 21, 2025 at 4:05 PM
If you can't find your transaction, it’s likely because its status is set to be hidden from the search list by default. To locate it, you’ll need t...
Wed, May 7, 2025 at 2:56 PM
STANDARD TROUBLESHOOTING STEPS If a customer reports that they did not receive their signature request email, follow these steps to resolve the issue: ...
Fri, Apr 25, 2025 at 11:27 AM
If the incorrect checklist is displaying, first go to the General Tab of your transaction and confirm that the selections for Represent and Transaction Type...
Wed, May 7, 2025 at 3:16 PM