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Sharing Documents with 3rd Parties

By Mary Cooper

updated 10 days ago

Clients will receive an automatic email notification when you upload firm prepared documents to their account. However, you can share the file to a third party recipient(s) - such a mortgage banker or a lawyer.

  1. Select the check boxes next to the required documents, then click Share Selected button. 
  2. Click Add another email address for each third party that you want the file(s) to be shared with. 
  3. You can add an expiration date for each email address that you add. The document will be available to them up to the date that you specify.
  4. Add a custom message that will be shown to all recipients, then click Send.
  5. The selected file(s) will be shared with all parties and a copy of the message will be also sent to the client. The recipients will not be able to see who else received the message (each one will be sent a separate email).

Please note: if the document is locked, pending payment, when any recipient tries to open the document, the bill payment pop-up will be displayed. If the document shared by email is not locked, the recipient can view & download it instantly.

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