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How do I edit party information?

Updated today

Just ask Ava in chat! Tell her what needs to be updated.

Sample prompts

  • "Update the buyer's phone number to 555-987-6543"

  • "Change the lender's email to [email protected]"

Ava will find the party and update their information for you.

Manual method

  1. Go to Transaction β†’ Details tab

  2. Find the party

  3. Click the edit icon (pencil)

  4. Update the form

  5. Save

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