Assigning documents from Unsorted

Assign, assign documents, documents, checklist

Written by Taylor Rief
Updated over a week ago

Approving documents

Approve, documents, approve documents

Written by Taylor Rief
Updated over a week ago

How to send an email from Brokermint?

Documents, e-mail, email, send email, email template

Written by Taylor Rief
Updated over a week ago

Email templates

Email templates, sending emails

Written by Taylor Rief
Updated over a week ago

Changing viewers for PDF documents

Change, documents, preview, viewer

Written by Taylor Rief
Updated over a week ago

Custom email templates

Custom, e-mail, email, template

Written by Yuriy Storozhenko
Updated over a week ago

How to add multiple documents to one placeholder on the checklist?

Checklist, document, multiple documents, placeholder, upload

Written by Taylor Rief
Updated over a week ago

How to split and merge documents?

Document, merge, split

Written by Taylor Rief
Updated over a week ago

How to exempt a document

Checklist, exempt, document

Written by Taylor Rief
Updated over a week ago

How to unassign a document?

Delete, documents, remove, replace, unassign

Written by Taylor Rief
Updated over a week ago

How to delete the unsorted documents?

Delete, delete documents, documents, unsorted

Written by Taylor Rief
Updated over a week ago

Uploading documents

Documents, upload documents

Written by Taylor Rief
Updated over a week ago

How to submit documents for review?

Documents, review, submit documents for review

Written by Taylor Rief
Updated over a week ago