Upload a Customer Document

General

In LoanPro you can upload documents to a customer file in order to keep them readily available and better organized.

Note: When you pull document information through the API the active property will show 0 for active documents. That is because this property is being used to show whether a document has been archived, so 0 means it has not been archived and is therefore active.

How To

You can upload a document to a user either within a loan or inside the customer manager.  Navigate to Users > Customer > [Specific User] > Customer Docs or navigate to Loans > Loan Manager > [Specific Loan] > Customer > [Specific Customer] > Customer Docs inside your company account.  Click ADD.

Name the document and select a document sub section from the Sub section drop-down menu.

If you don’t find an applicable subsection for the document, you can customize the  list of sub sections in Settings > Customer > Labeling > Document Sections.  Either click the drop zone to find the file you want to upload, or simply drag and drop the file onto the drop zone.

Click SAVE.  The file you chose will be uploaded to the customer account.  You should now see the file listed on the account including options to download, edit, or inactivate the document.

You are done!

Active/Inactive Documents

Customer documents can be set to active or inactive to help keep track of which documents are the most recent. To do this, click the three dots to the right of the document listing and choose to set the document to active or inactive.


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