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Uploading Documents to an Order

Let's walk through the simple steps for uploading documents to an order as an escrow officer.

đŸŽ„ Prefer to watch? Jump in with the quick 1-minute video tutorial.

https://www.loom.com/share/b07f6e69427d407bb70c301fb5d9a09b

Steps to Follow

  1. Open your order — Log in to your account, go to your Dashboard, and select the relevant order.

  2. Access the document upload button — In the top-right corner of the order page, click the Docs button.

  3. Upload documents — Click Select Files, or simply drag and drop your files into the upload area.

  4. (Optional) Mark the closing package as complete — Click Mark Closing Package as Complete to notify the notary. The button turns yellow to confirm the action is done.

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