Apexiem FAQ’s

How to: Upload and Send Final Documents

1. Select Searches dashboard from the navigation menu

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2. Find the order that you would like to upload final documents to

3. Click on the hyperlinked order # or the view order button to view the order details

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4. Click the green attach file button to upload final documents (if already attached then skip this step)

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5. Upload the documents by clicking choose file and browsing to the correct file, enter a description (description will default to the file name if none is entered), and select the appropriate attachment type - Final Search.

6. click upload

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7. All documents uploaded with a file type of Final Search will appear in the final documents panel on the order details page

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8. To Email, select the blue Email File button

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9. This will open a pre-populated email, reread/update the message, verify or add any Cc’s to the email, before scrolling down and selecting send (Note: This will email the client a link that will allow the user to download any files marked as Final

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10. Only one email needs to be sent and to give the client access to all final documents, even if additional documents are uploaded after the email is sent