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The escrow tab process is straightforward. Users log into the platform to access their document set, typically managed by a title company that assigns the documents to an agent. Users can add document sets by retrieving them from third-party integrations or by dragging and dropping files directly. The platform allows users to view and modify documents, including zooming, rearranging pages, deleting, and tagging them. Additionally, any documents requiring signature can be flagged for the notary signing agent's attention. Users can easily upload and manage these documents within their escrow tab profile.