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- Real Estate Document Vault
- Process
- Archive and history
Archive and history
Close a shared packet while keeping its decisions and operation evidence readable.
Step by step
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Confirm the share Sharing Manager
Sharing Manager checks the packet's shared state, current revision, scope and associated receipt.
- Match revision and receipt
- Updates Property packets, Review decisions, Operation steps
-
Resolve open work Packet Owner
Packet Owner reviews follow-up actions and records their resolutions or reasons for cancellation.
- Explain remaining actions
- Updates Follow up actions, Property packets
-
Archive Packet Sharing Manager
Sharing Manager changes the packet to Archived and preserves the status transition with an actor and reason.
- Preserve final status transition
- Updates Property packets, State history
-
Inspect history Records Auditor
Records Auditor follows the packet revision, decisions, source documents and operation record when a question arises.
- Explain the recorded path
- Updates State history, Operation runs, Operation steps, Title document versions, Evidence documents
Who does what
Roles and permissions- Sharing Manager
- Archives; Packet Owner resolves follow-ups; Records Auditor explains the retained record.
Set up Real Estate Document Vault your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.