Print Transaction Coversheets and Search Unreviewed Docs

Spring is here and we have released a couple of helpful features to make you even more productive!

Print transaction coversheets: From any transaction, navigate to the main info section to locate the new “coversheet” button on the right hand side. Click it to generate a coversheet/summary of the transaction including its agents contacts in the form of a PDF. The PDF will open in your browser. Note: The Contacts section always starts on a separate page.

Search unreviewed documents: Now you can easily search by document name on the unreviewed docs page. To learn more about searching documents, see Searching, Filtering & Sorting Transactions >>

We have also implemented several other improvements and bug fixes to keep things running smoothly for you.