Upload a Common Document

Introduction

LoanPro's Common Documents section is used to store frequently used company files. Many users use Common Documents to store their company's logo files, company policies, or new customer packets. Once uploaded, each file is available for download by the agent users who have access to the page. The system supports .PDF, .TXT, .PNG, .JPEG, and .GIF file types.

This article explains how to upload files to the Common Documents section within your account.

How To

To upload a common document, navigate to Account > Common Documents. Then, click 'Upload' in the top right corner.

You can also delete files. To delete a file, select its checkbox and then select 'Delete'.


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