Finalize the Transaction

When all the signatures in a transaction is signed, the transaction will move to the Filing & Completion stage, this is where the firm user can mark the transaction as complete to finalize the documents. Once the transaction is marked as compete, all related documents to that transaction is compiled in the Virtual Minutebook.

At this stage, the responsible lawyer and the transaction author can do the following actions:

1. Complete Transaction- This will mark the transaction as complete and will be compiled in the virtual minutebook.
2. Download all documents - Download all the documents generated at this stage.
3. Edit Transaction - This will allow the transaction author or lawyers to make changes on the input fields of the transaction.
4. Archive Transaction - This will discard the transaction and will be archived.

To finalize and complete the transaction:

1. Click the Action button

2. From the list, click the Complete Transaction.

3. A pop-up will appear to confirm the action, click the YES, CONFIRM.

4. The documents related to the completed transaction is compiled in the virtual minutebook.