How do I delete Doc Titles/Required Documents from a Checklist?

This article will teach you how to delete doc titles from your checklist.

Deleting Doc Titles allows you to remove unneeded items from your deal, which prevents borrower confusion.

Follow the steps below to successfully delete a Doc Title from a Checklist.

  1. Select the Doc Title you would like to delete. You can select multiple Doc Titles if you have more than one that you would like deleted.
  2. Click “Actions” in the menu list.
  3. You should then see your option to “Delete” – You can delete your Doc Title or the documents that are within that Doc Title.

If you do not see any of these options, it means your Role does not provide the proper permissions to delete doc titles.  In this case, please contact your Site Admin to change or update your permissions.