After the settlement agent or notary completes the in-person signing appointment with a consumer, they are prompted to scan the signed documents and upload them to the closing so that the lender can review the documents and begin the funding process. However, sometimes a document package may be uploaded in error and needs to be removed.
In order for a lender or settlement agent to remove a document package:
- Locate and select Delete document using the trash can icon to the right of the document under the Add Signed Documents section of the closing.
- Click Confirm when prompted and, upon confirmation, the document is removed entirely from the closing.
