Using the Picklist

Using the Picklist

[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”] This is the Picklist View from here you can select which documents to view. The picklist is proceeded by a search so if your picklist is empty do a search first. 1 – Select which documents to view 2 – Click on the checkbox or just the line of each document you want to view 3 – Click the View or Window Button to open the documents [/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/View.png” show_in_lightbox=”off” url_new_window=”off” use_overlay=”off” animation=”off” sticky=”off” align=”right” 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” … Continued
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