video1.0<iframe src="https://www.loom.com/embed/383858f366724b36baa98d2945e826ed" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/383858f366724b36baa98d2945e826ed-925c8ceaa6da7ac2.gif260.083333This Loom explains how to manage compliance documents in the Documents tab, including required lists and uploading documents for review. It shows how to edit a prebuilt document list, mark items as required or applicable, add custom items, or create a new list via Transactions settings. For broker services and listing agreement, it demonstrates adding documents from completed envelopes or directly via drag and drop, moving items from missing to new and then to under review statuses like approved, with optional notes. It also covers filtering by approved or missing, previewing and using actions like edit, sign, archive, remove, and forwarding or downloading documents, including sending directly to SkySlope.