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Requesting a Document in Closer

Here is how to make a document request right in Closer!

Julia Sweeney avatar
Written by Julia Sweeney
Updated over a month ago
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11 STEPS

1. Click settings

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2. Under documents, click requests


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3. Click new request


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4. Upload your document precedent that you would like added to your account


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5. Click add details

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6. Input the document name and add any relevant notes about this document


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7. Add any additional notes or instructions you would like the documents team to be aware of


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8. Click submit

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9. You can view the status of your document request under status and by clicking on the request


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10. Your document request details will be noted here


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11. If you wish to cancel the request click cancel request


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Next step: Practice

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