Create a New Customer Document Section

General

LoanPro helps you organize your customer documents by making it easy to upload documents to a specific user 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.

How To

To add or update a document section, navigate to Settings > Customer > Labeling > Document Sections.

To add a new section, click ADD; otherwise, click  edit  to the right of a document section you want to edit.

Enter the title of the new document section into the field provided.

Click SAVE to save the document section. That’s it!


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