Help and demos for Advisors For Advisors Corporate Structures Deal management Haus Docs Operating Business Platform Partner Home Page Corporate Structures Properties Existing Debt Construction Loans Land and Term loans Haus Docs Deal management Notifications How do I keep track of all the documents needed for a deal? How do I allocate a document task to a colleague? How do I know I’ve been allocated a task? How do I upload a document for a task I’ve been allocated? How do I notify of a document upload? How do I add my own document checklist? How do I handle multiple clients? How do I keep track of the documents needed for a deal?
