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When a document has a problem, such as a missing signature or initials, a missing schedule or dates that don’t match, it is marked Issues Found and a Replace card appears under Needs your attention. You also get an email, Action Required: Corrections needed, listing each issue.

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See what’s wrong

Open the document. The panel beside it lists the issues found and marks each one on the page. Issues can come from Abby, from a deal admin, or both.

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Fix it

Get the document corrected and choose Upload new version on the card or in the issues panel, or email the corrected version to Abby. The new version is checked again.

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Dispute an issue

If you believe the document is correct as it is:
  1. Open the document and choose Dispute issues.
  2. Explain why it’s correct (up to 500 characters).
  3. Choose Send to admin.
The document is set to Pre-Approved while a deal admin reviews your explanation with the deal. If they agree, nothing more is needed. If they keep an issue, it comes back to you to fix.