Two Ways to See Your Documents
The Documents tab comes in two layouts, and the switch sits at the far right of the filter row.
List view puts every checklist item on its own line, with its status beside it. This is the view the rest of this article shows.
Cards view lays the same items out as tiles, and shows each document as a page thumbnail, so you can see what you are looking at before opening it.
Switch whenever you like — Click remembers your choice. On a narrow window the tab always uses the list, so the switch is not shown there.
Cards view shows documents as page thumbnails. The switch is at the right of the filter row.
Working with the Default Document List
Click provides a pre-made document list to start with inside every transaction's Documents tab. You can:
Remove items you don't need by clicking Remove
Change an item from If Applicable to Make Required by clicking directly on its status label — this changes its status to "Missing" until it's fulfilled, which is useful for enforcing compliance
Add a custom item by entering the item name, any help text, and marking it as if applicable, if needed
Want a fully custom list instead? Go to the left sidebar, click Settings, then Transactions — this is where you can build your own document checklist from scratch instead of using the default one.
Every item carries its status. Click the label to switch an item between If Applicable and required.
Restoring Deleted Checklist Items
If you've accidentally removed an item that came from a template, you can bring it back using Restore from Template:
Click the Restore from Template option on the checklist — a menu shows how many items are available to restore
A window opens letting you pick which items to bring back, with a select all option
If the original template can no longer be found (for example, it was renamed or removed in Settings), the window will let you know and offer to add a custom item instead.
This only works for items that originally came from a template — a custom item you typed by hand and then deleted can't be recovered this way.
Adding Documents to Your List
There are a few ways to get documents into your checklist:
Click on a document item (for example, one marked "Missing")
Click Add Document to upload a file, or Add Link to attach a link instead
If you chose Add Document, choose how to add it:
Pull in from Click — search for and select from any completed envelope
Upload from your computer — drag and drop the file, or click to browse
Pull from Click searches your completed envelopes. Upload from device and Add a link sit beside it.
Unclassified Documents
If a document has already been completed in an envelope, it will automatically appear under Unclassified Documents. Simply drag and drop it onto the matching checklist item to file it correctly.
Anything completed in an envelope lands here until you file it onto a checklist item.
Managing Document Status
When a document is added to a checklist item, its status changes from Missing to New. From there, you can update it to:
Under Review
Needs Edits
Approved
If a checklist item is set to Auto-approve in Transaction Settings, it skips this manual flow: it moves straight to Approved whenever a document is added to it — whether that's the first document or another one added later by upload, drag-and-drop, envelope import, moving or splitting — no matter what status it was sitting at before.
Once a document is attached the status becomes New, and moves from there — unless the item is set to Auto-approve.
Adding Notes to a Document
Click the chat icon next to any document to add a note. Click keeps a running log underneath so you can always see what's been changed or updated, and by whom.
The chat icon carries the note count and opens the panel. Notes stack up underneath as a running log, including the entries Click writes itself when a document is added or its status changes.
Additional Document Actions
Click the three dots next to a document to add a document, edit its name, sign it, archive it, or remove it
Archive a document by dragging and dropping it into the archived section — archived documents can be restored at any time
Filter your view to show only Approved, only Missing, or only If Applicable documents
Sign documents directly from this section
Forward documents — click Forward Documents, enter a recipient's email or select from contacts, add a subject and message, check the boxes for which documents to include, then send
Download documents straight from this view
Preview any document by clicking the "i" icon
Send to SkySlope, if that's what your brokerage uses for compliance tracking
Each document carries its own menu: rename, edit pages, move, archive or remove.
Narrow the list by status, and reach Sign, Forward and Download from the top of the tab.
Have questions we didn't cover here? Reach out through Contact Support in the Resources menu — we're happy to help!