Often through the course of a real estate transaction a document will be updated and a new version of that document is created and for document management purposes the previous version will need to be maintained. Updating a contract with new information, signing a document and updating disclosures are all examples of documents that are often updated through the course of a transaction with a new version, while needing to maintain the previous version(s).
Title I Pipe™ makes it easy to manage document versions. To add a new version of an existing document, please follow the steps below:
- Drag & drop the new version over the old version
- If needed, you can modify/update any document permissions - Select save at the bottom of document settings
- Authorized transaction participants with View or Modify permissions will be automatically notified that a new document version is available.
- All previous document version remain available to authorized transaction participants.
