Roles and permissions allow different access controls to be enabled for different users in The Closing Docs. The are 3 different permission levels in The Closing Docs, User, Manager, and Admin. The permission table below list the various action that are available for Users, Managers, and Admins. An admin can set a user's permission level when they invite a user on the Users page. If the user has already been invited, the admin can edit the user's permission level as well.

If you would like to import your properties from your property management software into The Closing Docs, please export your property and unit portfolio into a CSV format like this: https://docs.google.com/spreadsheets/d/16ezhLN1S6oYPCG6QsWTYo-Dex1aUCeC-Bu8AyJm8PGQ/edit Please have the address, unit #, city, state, and zip code separated in different columns. Once done, send the file to onboarding@theclosingdocs.com. We'll then upload your properties and let you know when they are available. Your properties will then appear in the drop down menu when processing invites for automated income verification from The Closing Docs.

You can create a new property in The Closing Docs 2 different ways. If you're on the page to create a new income screening request, you can type the name or address of the property you want to attach to the request, and if the property does not exist in our system, you can click the Add New Property option in the dropdown: This will take you to the form to create a new property.