How to use Document Review feature

Created by EZCoordinator Support, Modified on Tue, 24 Oct, 2023 at 10:44 AM by EZCoordinator Support


1. In most cases, you will start your day by accessing the transaction list page. Click the menu "Transactions" on the top header navigation, then choose a transaction you are going to work on.


You could use the search button "Search" on the top right of the page to quickly navigate to a transaction



2. Click the "Edit Basic Information" button and change the Flag to "Broker Review", then hit the "Save changes" button.


3. All the corresponding parties will then receive a new notification for providing the review. Click the notification to start the review.



4. Star reviewing the transaction.







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