Attachments

The Attachments tab contains any documents that have been uploaded during the loan lifecycle, including documents produced by generating forms through the Loan Forms function.

Uploading a Document

1. In the Description field, type a brief description of the document you are uploading.
2. Next to the Selected Document field, either click in the field, or click the Browse button.
3. Locate the document you wish to upload, then click the Open button.  The name of the document displays in the Selected Document field.
4. Click the Upload button to save and upload your document, or click the Clear button to cancel your selection.
5. If you uploaded the document, it displays in the Documents section.

Downloading a Document

1. Click the Download link next to the name of the document you wish to download.  A yellow dialog box displays.

2. Click the Open button to display the document immediately, or click the Save button to download the document for viewing later.