Provider Workspaces are used to invite service providers to view and upload documents to your transaction. You can create as many Provider Workspaces as you need for any transaction.
Step 1.
Open the transaction and click on the Documents tab.
Step 2:
Click on the Provider Workspaces button.
Step 3:
Click on the Add Provider Workspace button.
Step 4:
Enter a name and optional description for the workspace. You can also add any instructions that you wish the providers to see as well.
Step 5:
Use the check boxes to choose whether or not the providers will be able to view the coversheet and contacts.
Step 6:
Click on Add to create the workspace.
Step 7:
Your document list will now display at the bottom portion of the page. Use the eye icons next to each document to choose which documents you wish to make visible to providers.
Step 8:
To invite a contact to the workspace, click the Add button in center portion of the workspace.
Step 9:
Select the desired contact from your transaction contacts and click Add Contact. Any contacts that you add to the workspace will be sent an e-mail invitation with instructions on how to sign in and join the workspace.
If the desired contact is not listed, you will need to go to the Transaction Contacts section and use the Add Other button to add their information to the transaction.
