Document Management
All things related to viewing, adding, and modifying uploaded electronic content
Documents can easily by located by using filters and sorting options. Folders You can view documents contained in a specific folder by clicking one of ...
Tue, 17 Nov, 2020 at 2:09 PM
MOVING, RENAMING AND COPYING A DOCUMENT If you've uploaded the document to the wrong folder or want to rename a document, the modify button can fix...
Tue, 17 Nov, 2020 at 2:02 PM
The home screen will show all the documents that require you to review or approve, and serves as your to do list. The task your are assigned to do will appe...
Tue, 17 Nov, 2020 at 1:58 PM
Document Request Link You can request the debtor to send you specific documents you need to complete your checklist. To do this, simply go to the debtor...
Tue, 27 Sep, 2022 at 10:47 AM
The option to sign documents is only applicable to PDFs and requires you to have a properly formatted signature uploaded to your Fileassure profile. 1....
Tue, 17 Nov, 2020 at 2:10 PM
The upload to OSB function is currently in the Beta stage, where you may find certain documents will not upload successfully. It will allow you to e-file so...
Tue, 17 Nov, 2020 at 2:45 PM
Prescribed forms from Ascend can save directly to Fileassure with a single button click. Through mapping rules they will be automatically filed to the corre...
Tue, 17 Nov, 2020 at 2:32 PM
Drag and Drop Documents can be dragged and dropped onto two areas in Fileassure, 1) Documents page, and 2) Home page. The difference depends on the number...
Tue, 17 Nov, 2020 at 2:12 PM
Drag and Drop Documents can be dragged and dropped onto two areas in Fileassure, 1) Documents page, and 2) Home page. The difference depends on the number...
Tue, 17 Nov, 2020 at 2:12 PM
This method of uploading documents to FileAssure will upload the document in it's original file format A folder called FileAssure will already b...
Tue, 17 Nov, 2020 at 2:11 PM