User Tools

• How to control which email notifications you receive
• Does Cirrus have a Mobile App?
• How do I update user permissions?
• How do I delete/restore a SiteDrop/Application?
• Switch between multiple instances of Cirrus with Linked Accounts
• Assigning DocTitles to Internal Team Members
• Using Tasks in Cirrus
• Adjusting your Column View inside of Checklists
• How do I see DocTitle Document Version History?
• Creating a new Checklist
• Sending Attachments with a Checklist: DocTitle Attachments, Shared Folders, Document Library
• Messaging: Sending a Checklist (Document Request) or Package
• What information can I export from Cirrus?
• Using Bulk Actions in a Checklist
• Adding DocTitles to existing Checklists
• Using PDF Management in Cirrus
• Some users may be unable to preview files in Cirrus after December 19, 2021 update
• How to use the Portal in Cirrus
• Messaging: Communicating with your borrower with the Inbox
• Error Messages: Single Sign On
• How do I add a Profile Picture & add my Contact Information?
• I can see all deals, but only want to see mine. How do I do that?
• How do I send my SiteDrop link to my borrower?
• My password is not working, how can I reset it?
• How do I change my SiteDrop status from New to Reviewed
• How do I change my password?
• How do I upload documents into Cirrus?
• How do I add my SiteDrop Link to my email signature?
• How do I see notifications and update notification settings?
• My borrower can't upload files, but they can access my page. Why?
• How am I notified when I receive files, and where do they go?