Diamond & Diamond - Sending Documents

Owned by Holley Vosburgh
Last updated: Jun 06, 2022 by Carlo
2 min read

If you are a Diamond & Diamond Real Estate Law client, use the steps detailed below to send transaction documents directly to their platform.

 

  1. Open your transaction file or create a new transaction

     

  2. Select Diamond & Diamond Link on the right side of your screen.

     

  3. Enter fields:

    • Note: Leave a note or comment for Diamond & Diamond Real Estate Law

    • Select documents to send

    • Click Send

       

  4. Once your file has been sent, a confirmation will appear.

     

To see your list of files sent to Diamond & Diamond Real Estate Law

  1. Select Follow-up

     

  2. Visualize all documents sent including date and time.

     

 

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