How to add a service provider to my transaction KBA-01375
Description
Use the Provider Workspaces feature on your Documents tab to invite anyone outside of your relay® site to view and add documents, files or forms.
Escrow, Title, even Inspectors or Advertisers can be invited to join a provider workspace, which works like your own sub-folder within your transaction file. You can even invite more than one person to view or add documents to each file.
Solution
Follow the steps below:
Step 1:
Open a transaction and click on the Documents tab:
Step 2:
Click on the Provider Workspaces link:
Step 3:
Click on the Add Provider Workspace link:
Step 4:
Name and Describe the workspace, add instructions for your providers, and then click on the Add button:
Please Note: Your contact needs to have an e-mail address because they will be sent an e-mail inviting them to join this provider workspace.
Now your service provider - Title, Escrow, Inspectors, etc. - can log in to their own relay® account at no extra charge and view documents you have given to them, and add new documents directly to your transaction.
After creating an account, your service provider can sign in at the relay® Service Provider sign in page https://relay.rebt.com/site/1000 using the username and password they created.
