Be sure to scroll down and watch the video!
This feature allows you to send a secure link for 24/7 document access, to your clients or any associated participant to a transaction.
We have enhanced the security of this feature. Now, when you un-check the box not to include the password , you will provide an additional level of safety by texting or calling your client with their generated password.
Participants will be able to access complete transaction information such as eContracts docs/DOCUMENTS, PDF docs , eCalendar and eContact Sheet from one single screen. Therefore, you won`t have to send separate emails for your client to access eContracts docs, PDF Files/other files in Docs Management, the eContact Sheet and the eCalendar.