Paperstac Partners help
Find order documents and review activity
Use the Files and Activity tabs to review the documents and recorded events associated with a Partner Order.
Partners guide · 2 min read
Open Files
Open a Partner Order and choose Files. The list includes the supported Closing documents available to the order and uploaded workflow documents such as payoff details, payoff receipts and lender releases.
Use the file name, type and related property or note information to identify the document you need. Open the available view/download link and check that it belongs to the intended request or recipient.
Provide a workflow document
Required wrap documents are submitted through their specific actions on Overview. The Files tab is a way to find the resulting documents; it is not a general-purpose replacement for those task-specific upload controls.
Private-note attachments and customer-message attachments belong to those conversations. Adding a file there does not automatically satisfy a required order document.
Review Activity
Choose Activity to review recorded events, their dates and descriptions, and available attachments. Use the sequence to understand what has been confirmed or changed rather than relying on a conversation alone.
A customer saying they sent money and the escrow provider confirming receipt are different facts. Review the actual receipt task and request balance when confirming funding status.
Missing or unavailable files
Document access follows the order and Profile permissions. If a file is unavailable, refresh and check that you still belong to the appropriate Partners Profile. A saved URL does not grant ongoing access.
If the file should be available, use Contact Support on the order and include the file name and the error you saw. Do not attach confidential documents to an unrelated order to work around the problem.
Need a hand?
Tell Support which order or product you are working on and what happened.