Review this guide for troubleshooting scenarios and best practices
Accidentally Rejecting an Order
Situation: A settlement order is received, and you accidentally reject it
- Reach out to the Lender outside of Stavvy (email, phone, etc.) and let them know this was accidentally rejected
- The Lender will notify you when the file is ready to be accepted
Pre-Meeting Quality Control Review isn't showing as an option on the File Documents
Situation: You don't see the option to perform a pre-meeting quality control review of documents
Solution: Head to Settings > Organization and enable Pre-Meeting Quality Control
The meeting time or day needs to be updated
Situation: The signers on the meeting can no longer join at the originally scheduled time and need to reschedule.
Solution: Click on the meeting from the File page in Stavvy. At the top right of the Meeting Details page click, “More actions” to either Cancel or Reschedule the meeting.
- Don't forget to update the Signing Window!
- You will need to update the Signing Window of any documents associated with the meeting