Documents

The Documents tab provides details on the Documents and associated Tasks included in the Transaction. This includes information such as Document ID, Transaction ID, Title, Status, User File Name Type, User File Name, Task ID, Type, Participant Name, and more. 

Clicking on the Document ID will automatically take you to the section of the report regarding that specific Document. Clicking on the Title will automatically download a copy of the Document in its current state. You will also see the status of the document and options to download the following: a current version, an unlocked version, the source document, a Tiff version, a copy. Additional options include Verify Document, which will bring you to the Document Verification page, and an option to Void or Unvoid the Document. Please note: depending on the Status of the Document you may not see all options. 

At the top of the page, you will see options to Go to to the Status Search Page, Download the Evidence Package, Refresh the Transaction Data, and print the page.

There is also an option to Void, Unvoid, and Cancel the Transaction depending on the status of the Transaction. 

Watch the tutorial below on how to find and what is included in Transaction Details.

To open the video in a new tab, click on this link: Transaction Details Video