I can tell that it's been a little over 3 months since we've taught the "DocBox" class. I can only say that because I've received numerous phone calls this week from Agent's about how they can't find their documents in the DocBox...they've just "disappeared"!
No sweat, your documents have not disappeared...they are still there. However, if they are not showing up, it just means that the document is now over 90 days old. The default viewing period of Transaction Desk for DocBox is 90 days. If you would like for the default to be set differently, then you can change it in "Settings" tab at the top of your Transaction Desk account.
To find your missing documents, go to your DocBox by clicking on the link at the top labeled "DocBox". You will want to change the drop-down box in "VIEW OTHER PERIODS" to change your setting from the default 90 days to further back. Once you click "Go", your page will refresh and your disappearing documents will reappear for you. This will NOT change the default of 90 days, so after you leave the DocBox screen, the 90 day default period will come back. To change the default search criteria, you need to change it in the Settings tab.
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