Assignment Features

Assigning Additional Users to an Assignment

If you need to involve more team members on an assignment, you can do so by using the Add Additional Assignee button.

This allows another user to gain access to the order and receive email notifications.

Shared files

All shared work files can be uploaded to the Shared Files on the assignment page. 

Communicating with the Lender Client

The Notes Section allows you to send messages directly to the lender client.

• If any information on the order is incorrect or incomplete (e.g., missing missing or incorrect contact information for access), use the Notes Section with the Requires Attention

Watch/Unwatch Assignments
Click Unwatch at the top of the page to pause email notifications. Click Watch again to resume the notifications.

Additional Actions

• Open the address in Google Maps or Apple Maps
• Copy the address to your clipboard
• Print the assignment details