Transactions

Fixing Document Issues in TotalBrokerage
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
I can't find my transaction!
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
My customer says they are not receiving the signature request/email, etc
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
My transaction has the wrong Checklist
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