Uploading a Customer Document

Introduction

LoanPro's Loan Management System makes it easy to upload documents to a specific customer and a specific document section, allowing you to keep documents readily available and well-organized. This article will explain how to upload and organize your documents.

Uploading a Document

You can upload a document to a user either within a loan or inside the customer manager. To upload a document inside of loan, navigate to Customer > Customer Docs. On the other hand, to upload a document through the Customer Manager, navigate to Users > Customer Manager. Once you have selected a specific customer, select 'Customer Docs'. To upload a new document, click the 'Add' button in the top right corner.

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

If you don’t find an applicable section for the document, you can customize the list of sections in Settings > Customer > Labeling > Document Sections. Once you've selected the appropriate section, either click the drop zone to find the file you want to upload, or simply drag and drop the file onto the drop zone.

Next, click the 'Save' button. 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.

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.

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 That is because this property is being used to show whether a document has been archived, so 0 means it has not been archived and is therefore active.


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