Adding File Status Buttons
Step 1:
Open one of your properties and go to the Documents section. From the right side panel, click the File Buttons link.
Step 2:
It will open a new window where you can customize the file buttons.
You can add a customized file button and a description of the file button. You can add up to four letters or numbers only.
This can be rearranged according to your preferred order by hovering your mouse and dragging the six dots icon on the left side of the button file.
The button file can also be deleted by clicking the 🗑 icon.
How to Customize the Fully Executed button and File Buttons
You have the option to turn the Missing label gray or red if the Fully Executed switch is turned on or off.
The Fully Executed button defines your file button colors when Fully Executed is toggled on/off.
The Broker Signed button can be changed to red, green, purple, or gray.
For example, The SS (Seller Signed) will turn green if the Fully Executed is turned on or the SS (Seller Signed) will turn red if the Fully Executed is turned off.
IMPORTANT:
These are global filters. Any changes will affect all documents in all properties and templates.
IMPORTANT:
The Broker Signed file button is visible by default. You can hide this button by going to your Global Settings.