Advanced Menu Options

Advanced Menu Options

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Advanced-menu.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”on” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid” hover_icon=”%%51%%”] [/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Advanced-menu1.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Intro” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Advanced Menu options can be accessed by Clicking this icon in the top right corner of the window (also known as a Hamburger Menu). [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Advanced-menu2.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”All the Options” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Many of the Advanced Menu Options are only … Continued
Basic Search

Basic Search

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”1_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2016/07/Capture-3.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] [/et_pb_image][/et_pb_column][et_pb_column type=”3_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] To perform a basic search there are 2 main steps 1 – Enter your search criteria by filling any of the index fields on the left hand side. Or any combination of index fields. 2 – Choose to retrieve all documents or a list of all the documents (by default the enter key will pull up a list of documents)    – View: Opens all documents based on your search criteria  – Picklist: Brings up a … Continued
TUTORIAL: Split a Document

TUTORIAL: Split a Document

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Click an image to zoom. [/et_pb_text][et_pb_gallery admin_label=”Gallery” gallery_ids=”358,359,361,363,364,366,367,369,371,372,373,374,376″ fullwidth=”off” show_title_and_caption=”on” show_pagination=”off” background_layout=”light” auto=”off” hover_overlay_color=”rgba(255,255,255,0.9)” caption_all_caps=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” posts_number=”13″] [/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
BMIWeb with Ventures+

BMIWeb with Ventures+

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Within Ventures, select the loan you wish to open. The loan can be selected from “My Recently Opened Loans”. It can also be searched from within the “Loans” tab. [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”3_4″][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2017/06/Click-Documents.png” alt=”Click %22Documents%22″ show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”left” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]   [/et_pb_image][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2017/06/Allow-to-load.png” alt=”Loading screen” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”left” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]   [/et_pb_image][/et_pb_column][et_pb_column type=”1_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Once the loan has been selected, click “Documents”. This button is found in the left hand … Continued
TUTORIAL: Add Index

TUTORIAL: Add Index

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Click an image to zoom. [/et_pb_text][et_pb_gallery admin_label=”Gallery” gallery_ids=”603,623,619,605,606,620,599,618″ fullwidth=”off” show_title_and_caption=”on” show_pagination=”off” background_layout=”light” auto=”off” hover_overlay_color=”rgba(255,255,255,0.9)” caption_all_caps=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” posts_number=”13″ title_font_size_last_edited=”off|desktop” title_font_size=”18″] [/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
TUTORIAL: Update Signatures with DocuSign

TUTORIAL: Update Signatures with DocuSign

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Click an image to zoom. [/et_pb_text][et_pb_gallery admin_label=”Gallery” gallery_ids=”637,638,639,640,641,642,643,644,645,647,648,672,670,668,674,657,658,659,660,661,662″ fullwidth=”off” show_title_and_caption=”on” show_pagination=”off” background_layout=”light” auto=”off” hover_overlay_color=”rgba(255,255,255,0.9)” caption_all_caps=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” posts_number=”30″] [/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
TUTORIAL: Edit Pages

TUTORIAL: Edit Pages

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Click an image to zoom. [/et_pb_text][et_pb_gallery admin_label=”Gallery” gallery_ids=”681,682,684,685,688,689,692,691,693,694,695″ fullwidth=”off” show_title_and_caption=”on” show_pagination=”off” background_layout=”light” auto=”off” hover_overlay_color=”rgba(255,255,255,0.9)” caption_all_caps=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” posts_number=”30″]   [/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
TUTORIAL: Send Documents

TUTORIAL: Send Documents

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Click an image to zoom. [/et_pb_text][et_pb_gallery admin_label=”Gallery” gallery_ids=”714,716,717,718,764,765,766,763,768″ fullwidth=”off” show_title_and_caption=”on” show_pagination=”off” background_layout=”light” auto=”off” hover_overlay_color=”rgba(255,255,255,0.9)” caption_all_caps=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” posts_number=”30″]   [/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
TUTORIAL: Submit To Tax Return Reader

TUTORIAL: Submit To Tax Return Reader

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Click an image to zoom. [/et_pb_text][et_pb_gallery admin_label=”Gallery” gallery_ids=”808,794,796,798,799,802″ fullwidth=”off” show_title_and_caption=”on” show_pagination=”off” background_layout=”light” auto=”off” hover_overlay_color=”rgba(255,255,255,0.9)” caption_all_caps=”off” use_border_color=”off” border_color=”#ffffff” border_style=”solid” posts_number=”30″]   [/et_pb_gallery][/et_pb_column][/et_pb_row][/et_pb_section]
BMIOneClick – Integration with Ventures +

BMIOneClick – Integration with Ventures +

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Follow the steps below to install, setup, and run BMI’s new OneClick. BMIOneClick allows you to seamlessly integrate between BMI and Ventures. Add it for free today! [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Instructions to Install: 1. Open Chrome and click on this link. 2. Click “ADD TO CHROME”.   [/et_pb_text][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2018/03/OneClick-1.png” show_in_lightbox=”on” url_new_window=”off” use_overlay=”off” animation=”left” sticky=”off” align=”left” force_fullwidth=”off” always_center_on_mobile=”on” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]   [/et_pb_image][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] 3. Allow the extension to be added by clicking “Add extension”. [/et_pb_text][et_pb_image admin_label=”Image” src=”https://bmisw.tempurl.host/support/wp-content/uploads/sites/2/2018/03/Add-extension-2.png” show_in_lightbox=”on” … Continued