When reviewing auto-tagged documents DO NOT REDRAW or request a redraw, annotations can be added to your document. Review the steps below to find out how!
Please note: Tags can only be adjusted on meeting documents, you must first create a meeting to make edits. This cannot be done under the Documents tab in Files/Orders.
Step 1: From the Documents tab of the Meeting Details page, click on the ellipses (three dots) to the right and select Edit Annotations
Step 2: Click the Make Changes button
Step 3: Correct any missing or incorrect annotations/tags. Check out our Adding Annotations to Documents article for full instructions
Step 4: Be sure to click Mark Ready to Sign when finished
While Stavvy always works to ensure documents come to you fully tagged, please reach out to support@stavvy.com to make us aware of any documents not tagging correctly. Our team will look into what happened, as we continuously work towards minimizing errors.
In an email to Support, include:
- Loan Number
- Document Name
- What annotations/tags were missing
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