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Manage File Buttons
Manage File Buttons
Rain avatar
Written by Rain
Updated over a week ago

Adding File Status Buttons

  1. Open one of your transactions then go to the documents tab and from the right-hand side panel, click the Manage file buttons link.

  2. It will open a new window where you can customize the file buttons.

    • You can add a customized file button and the description of the file button. You can add up to 4 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.

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How to Customize the Fully Executed button and File Buttons

  • It gives you an option to turn the "Missing" label gray or red if the Fully Executed switch is turned on or off.

  • The “Fully Executed” button is to define 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 and will affect all documents in all properties & templates.

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