This Sisu 101 guide walks Agent users through the essentials of working with documents in a transaction. You'll learn how to upload and organize files, view and manage documents throughout the transaction lifecycle, and securely send documents to clients and other recipients directly from Sisu.

Topics covered:

Learn how to upload documents to a transaction in Sisu. This video covers navigating to the Documents tab, selecting the appropriate Folder and Document Type, uploading files, and how Document Categories help keep your transaction documents organized.

Learn how to view and manage documents within a transaction in Sisu. This video covers navigating between file and folder views, using required file categories, filtering and reviewing documents, editing document details, leveraging Sunburst document analysis, and managing documents through actions such as downloading, moving, archiving, and deleting.

Learn the different ways to send documents from Sisu. This video covers sending one or multiple documents from the Documents tab, emailing documents as attachments or secure links, using email templates, and including documents when sharing transaction forms.

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