Creating a New Customer Document Section
LoanPro helps you organize your customer documents by making it easy to upload documents to a specific customer and document section. The list of document sections is customizable, so you can keep uploaded files organized on your own terms. This article will cover customizing the list of document sections.
Add or Update a Document Section
To add or update a document section, navigate to Settings > Customer > Labeling > Document Sections.
You can inactivate an exiting section by clicking on the 'x' icon, or activate a section by clicking on the blue checkmark icon. Sections can be deleted by clicking on the trashcan icon, but only if the section is active. To edit an already existing section, click the Add button.icon to the right of the document section you want to edit. If you are adding a new section, click the
Enter the title of the new document section into the field provided.
Once you've clicked Save for your new document section, the process is complete.
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Now that you know how to create and update a customer document section, you might be interested in learning how to actually upload a customer document, or maybe you want to know how to add a new loan document section. For more information, take a look at Uploading a Customer Document and Create New Loan Document Section.