Stacking Order (Documents)

Stacking Order determines the default order in which documents appear when performing actions in Charlie, such as sending, reviewing, or preparing document packages.

This ensures documents are consistently organized, so users do not need to manually reorder them each time.

Why it matters:

• Saves time during document-related tasks
• Creates a consistent, repeatable workflow
• Reduces errors when selecting or sending documents

Example:
If disclosures or underwriting documents are always required in a specific sequence, stacking order ensures they appear correctly every time.