Working within a Transaction

Documents: Adding a Form to a Transaction
To add documents to a transaction, click the “Actions” menu at the top-right corner of the page, within the transaction, then click “+Add Form from Library...
Fri, Jan 24, 2025 at 11:27 AM
Documents: Uploading
To upload a document to your account, click the “Actions” menu at the top-right corner of the page, then click “Upload PDF”. Read the disclaime...
Fri, Jan 24, 2025 at 11:25 AM
Earnest Money
In the "Earnest Money" tab, you can track the earnest money for this transaction. Click+ Add to enter a new earnest money deposit. Th...
Fri, Jan 24, 2025 at 11:26 AM
Documents: Merging
This feature allows you to merge forms that are in the Editing status.  To do this, click “Actions” then “Merge PDFs” at the top-right corner of the “Docum...
Wed, Jan 29, 2025 at 9:42 AM
Documents: Cancel Signature Request
You can cancel signature requests by first going to Signature Requests". After clicking Cancel the following box will display. Click Ye...
Fri, Jan 24, 2025 at 11:27 AM
Document: Shares
In the document tab of a transaction, you can view all the document shares you have sent out for this transaction. Scroll down to the section called ...
Fri, Jan 24, 2025 at 11:25 AM
Documents: Sharing
You can share your transaction documents from your account with people outside of TotalBrokerage. Please note that you can only share documents with a Sign...
Fri, Jan 24, 2025 at 11:25 AM
Documents: Copy or Amend a document
If you need to make changes to a document after it's been sent for signature, you have two options: Copy or Amend. Here’s a breakdown to help you decide...
Thu, Jan 23, 2025 at 12:06 PM