Within the Financial section of ClientBAY, you can find all of your transactions and manage your paperwork for your office.  This can be done using checklists that your office has set up.  If you don’t know how to assign a checklist to a file, that is the first portion of managing your documents.  Once you have a checklist assigned to your transaction, you can easily add the paperwork to that digital file. 

• Click on Financials and go to My Transactions
  

• At the top select the Checklists tab
  

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  This tab is the easiest view for the status of your paperwork with your office
  

  
  

• Once you are in the Checklist section, you can see uploaded, rejected, required, and accepted documents for each file 
  

• Open the file you wish to add documents to
  

• If you have individual documents to add select the Checklist tab at the top of your screen.  If you have a complete file to attach see add my complete file to a checklist
  

• Locate the checklist item you wish to add a file to
  

• Click Assign
  

• Choose where the file is currently located (transaction documents, eSign, home folder, or upload) 
  

• Select the file you wish to attach
  

• The status of the checklist item will move from the current status to uploaded 
  

• Click on Financials and go to My Transactions
  

• At the top select the Checklists tab

• 

  This tab is the easiest view for the status of your paperwork with your office
  
  

• Once you are in the Checklist section you can see uploaded, rejected, required, and accepted documents for each file
  

• Open the file you wish to add documents to
  

• Once the transaction is open, click on the Transactions Documents tab.  Here you will see your complete file
  

• Click on the hamburger button to the right of the file and select the option that says Split
  

• This will open a window to start the splitting process
  

• On the right side of the screen, you can select the page range of each needed split
  

• Next to the page range, you can select the Checklist Item to attach the segment to
  

• On the right side of the screen, preview your document to ensure your splits are at the correct place
  

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  If you have a segment that doesn’t need to be added to the checklist, leave the checklist item blank
  
  

• Once completed click Finish
  

• You will then see all the documents split on the Transactions Document screen, as well as the original entire file  
  

• If you go to the Checklist tab, you will see all checklist items will have a status of uploaded, according to your split