Verify the transaction
Open the transaction and compare the property, parties, agreement date, closing date, contingencies, and assigned vendors with the executed contract. Confirm extracted information before activating contract-driven work.
Coordinate from one record
Use tasks and the activity trail to see what is pending, proposed, approved, sent, or completed. Review recipient, content, attachments, and timing before approving any communication.
If the workspace was created from the wrong document or contains duplicate parties, stop outward actions and correct the record first. A closing workspace helps coordination; it does not replace legal review, title work, or the parties’ contractual responsibilities.