Add Documents To A Transactions Checklist

Add Documents To A Transactions Checklist

Utilizing checklists assists in the organizing of the paperwork required with a transaction.  To attach documents to the checklist selected you must have assigned a checklist to a transaction either while opening the wizard or with in the details tab.  Once a checklist is assigned the buyer or seller checklist tab will appear.  Below are the steps to add documents to a checklist.
  1. Log into your Back At You ClientBAY account
  2. Go to the transaction you would like to work on
  3. Go to the buyer/seller checklist tab
  4. Click Assign next to the checklist item
  5. Select where you would like the checklist item to assign from
    1. Upload
    2. Seller Documents
    3. Home Folder
    4. eSign
  6. Select document
  7. Status of the document will be uploaded. 
    1. Only transaction administrators and staff can approve or decline document

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