How to edit checklist items

If you made a mistake and need to edit a pending transaction item - or your Broker requested revisions, you can quickly update your document. 

• Click on the blue view icon next to the checklist item you need to update. 

• Click the three dots (...) next to the item, then click Edit/replace document

• Drag and drop (or click to select from your computer) the new (updated) version of the document. Then click Save. 

That's it! The new document will appear under Previous Versions. Your Broker will see the most recent version when they open the item to review it.