> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/deals/submit-documents-for-office-review.md).

# Submit Documents for Office Review

Submit completed transaction documents to your office so authorized staff can review them for the brokerage’s requirements.

### Before you submit a document

Confirm that:

* The document is complete.
* All required signatures or initials are present.
* The file is assigned to the correct checklist item.
* The Deal contains any information required by your brokerage.
* The Deal is visible to the office when required.

### Make the Deal visible to your office

A Deal must be made visible to the office before staff can review it. Use the available Deal action to make it visible and complete any required information shown by Rechat.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FseRlzerjYpGsZzoaB0fc%2F2026-08-19_15-26-39.png?alt=media&amp;token=bcb68d30-9944-4bc2-8085-d2afa5f43ff6" alt=""><figcaption></figcaption></figure>

### Notify the office for review

1. Open the Deal and locate the completed checklist item.
2. Open the item’s available actions.
3. Select **Notify Office to Review**.
4. Confirm the submission when prompted.

The checklist item will display its current review status.

### Understand what happens next

Admins can review the submitted document and approve or decline it.

* If the document is approved, no additional action is normally required for that item.
* If the document is declined, review the office feedback, correct or replace the document, and submit it again.
* If the item remains awaiting review, the office has not completed its review.

### Message the office

Use **Message Office** when you need to provide context or ask a question about a Deal or checklist item. Messaging the office does not necessarily submit the document for review.

### Related articles

* [Understand Your Transaction Checklist](/guides/deals/understand-your-transaction-checklist.md)
* [Upload and Organize Documents](/guides/deals/upload-and-organize-documents.md)
* [Review Transactions and Documents](/guides/deals/administering-transactions/review-transactions-and-documents.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.rechat.com/guides/deals/submit-documents-for-office-review.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
