Sharing Documents with 3rd Parties

You can easily share your firm-prepared files prepared with a third party recipient(s) - such a mortgage banker or a lawyer.

  1. Navigate to Documents, either in Recent or Folders subtab click three dots to the far right of the document; or in the Folders subtab select the boxes next to the required documents, then click on the Share button. 
  2. Click on Add another email address for each third party that you want the file(s) to be shared with. 
  3. You can add an expiration date for each email address that you add. The document will be available to them until the date that you specify.
  4. Add a custom message that will be shown to all recipients, then click on Send.
  5. The selected file(s) will be shared with all parties. The recipients will not be able to see who else received the message (each will be sent a separate email).