Click an image to zoom.
Add Index
The Add Index feature makes it possible to add/organize documents into their corresponding places. Use Add Index to add documents to another loan simply by following the steps provided:
1.
First, the documents must be retrieved. Checkbox and open the documents as needed (use the “View” button to open the documents).
2.
A new window will appear with the documents that have been selected to be opened.
3.
In the advanced menu (also known as the hamburger menu), choose “Add Index”.
4.
Next, select the bubble labeled “All Documents”. This will ensure that all the documents, that have been previously selected, get added.
5.
Update the business name and project ID with the values for the new loan. These fields are labeled “Business_Name” and “Ventures_ID” (or “LMS_ID”) respectively.
6.
Note that a checked box will appear once the business name and ID fields are changed. ID numbers can be found in either LMS or Ventures.
7.
After the add has been completed the documents will appear under the new business name and ID.
Recent Comments