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Drag and Drop Documents for Submission

Last Updated: May 12, 2015 01:43PM MDT

Drag and Drop Documents for Submission

Drag and drop documents, individual pages of documents or delete documents from activities for submission to your brokerage.




1) Drag Transaction Documents into the Submission Activity




2) Drop document to attach it to the activity.




3) Drag document from your computer into your transaction documents.

 

4. Dropped documents will be added to the document list for that transaction.




5. Click on the activities you'd like to submit and then click the Submit button.




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