Sending Upload Requests to the Borrower's Solicitor for Signed Documents

To send an Upload Request to the Borrower's Solicitor

  1. Open the Matter Upload Bins Page
  2. Select Borrower Solicitor under Filter by responsibility
  3. Select the documents that you require from the Borrower's Solicitor. You can use the following filters when selecting the documents you need:
    1. Draft Uploaded (This will only show the Upload Bins that already have a draft uploaded to them
    2. Filter By Groups (Such as Closing Documents)
  4. Click on Send Upload Request at the top right of the page