Upload a Document
10 steps
1
Open the loan by clicking on the loan number
2
Click "Documents"
3
Click "Add New Documents"
4
Click "Select files from your computer"
5
Change the Document Name to something descriptive
6
Click on "Type"
7
Select the Type that best describes the document
8
Click "Save"
9
Click the down arrow
10
The document can be viewed and edited from here
Upload a Document
10 steps
1
Open the loan by clicking on the loan number
2
Click "Documents"
3
Click "Add New Documents"
4
Click "Select files from your computer"
5
Change the Document Name to something descriptive
6
Click on "Type"
7
Select the Type that best describes the document
8
Click "Save"
9
Click the down arrow
10
The document can be viewed and edited from here
