Gateway
  • Introduction
  • The Glossary
  • User Manual
    • Getting Started
    • Applicants
      • Setup Your Gateway Account
      • Sign In to Gateway
      • Create a New Password
      • Track Your Tasks and Progress
      • Fill Out and Sign Documents
      • Upload Attachments
      • Download Documents
    • Managers
      • Sign In to Gateway
      • Track Your Tasks and Progress
      • Fill Out and Sign Documents
    • Teams
      • Sign In to Gateway
      • Create a Profile
      • Manage Profiles
      • Initiate an Onboarding Journey
      • Initiate an Off-boarding Journey
      • Manage Journeys
      • Manage Documents
  • Profile Management
    • Overview
    • Filter and Search
    • Create a Profile
    • Edit Contact Info
    • Profile MLS Associations
    • Profile State Licenses
    • Profile Locations
    • Auto-Fill Fields
  • Journey Management
    • Overview
    • Filter and Search
    • Onboarding
      • Initiate an Onboarding Journey
    • Off-boarding
      • Initiate an Off-boarding Journey
    • Navigate Through Journey Phases
  • Document Management
    • Overview
    • Clone a Document
    • Navigate Through Document Steps
    • Prepare a Document for Signing
  • Location Management
    • Overview
  • Team Management
    • Overview
  • Integrations
    • Overview
    • Data Integrations
      • MLS Data
      • State License Data
    • System Integrations
      • ADP Workforce Now APIs
      • Azure Active Directory API
      • Elliman APIs
  • reference
    • Overview
    • Documents
      • Agent Documents
      • Employee Documents
    • Notifications
    • Roles and Permissions
  • Releases
    • 1.20.0
    • 1.9.0 (Release)
    • 1.8.0
    • 1.7.0
    • 1.6.0
    • 1.5.0
    • 1.4.102-hotfix
    • 1.4.102
    • 1.4.1-hotfix
    • 1.4.1
    • 1.4.0
    • 1.3.0
    • 1.2.0
    • 1.1.0
    • 1.0.0-hotfix
    • 1.0.0
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  • Prepare Document for Signing
  • Publish Document
  • Review and Accept Document
  1. User Manual
  2. Teams

Manage Documents

How to manage documents within a Journey

PreviousManage JourneysNextOverview

Last updated 1 year ago

Prepare Document for Signing

Publish Document

Review and Accept Document

Navigate Through Document Steps