1. Real Estate Document Vault
  2. Process
  3. Review and sharing
Process · Review and sharing

Review and sharing

Record an independent decision before confirming a scoped document share.

Step by step

  1. Index Revision Indexing Operator

    Indexing Operator presents the packet revision with its verified source material.

    • Identify the reviewed source
    • Updates Property packets, Evidence documents, Title document versions
  2. Record Review Decision Document Reviewer

    Document Reviewer approves, returns or rejects that exact revision and records the reason and evidence reference.

    • Approve, return or reject the revision
    • Updates Review decisions, Property packets
    ApprovalA person approves before the work moves on.
  3. Resolve Review Packet Owner

    Packet Owner addresses a returned decision and presents the revised material for another decision.

    • Correct an explained issue
    • Updates Follow up actions, Title document versions, Evidence documents
  4. Mark Reviewed Sharing Manager

    Sharing Manager checks that the approved decision refers to the current packet revision.

    • Record the reviewed packet state
    • Updates Property packets, State history, Review decisions
  5. Confirm Scoped Share Sharing Manager

    Sharing Manager checks the document scope, expiry and external receipt before the packet is marked Shared.

    • Confirm scope and receipt
    • Updates Property packets, Operation runs, Operation steps, Execution attempts
Indexing Operator
Prepares the revision; Document Reviewer decides; Packet Owner resolves returns; Sharing Manager confirms scope and receipt.

Set up Real Estate Document Vault your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started