Assign Documents to Conditions

On the eFolder, you can assign a document to a condition from the Condition Details window or from the Document Manager. You can associate multiple documents with a condition. When you assign documents to a condition, the files that are assigned to the documents can also be accessed from the condition. After you assign a document to a condition, you can remove the document from the condition at any time.

Note: When you assign a document, you will only be able to select documents to which you have been granted access. Access is granted by the administrator in the Settings, or by a loan team member using the Document Access icon on the eFolder Documents tab.

ClosedTo assign a document from the Condition Details window

  1. On the eFolder,click the Preliminary Conditions, Underwriting Conditions, Post-Closing ConditionsDelivery Conditions or Conditions tab.

  2. Select a condition on the list, and then click the Edit icon to open the condition details window.

  3. In the Supporting Documents section, click the New icon to assign a supporting document to the condition.

  4. When the Assign Documents window opens, select a document from the list and click Assign.

    • The document appears on the Supporting Documents list on the condition detail window.

ClosedTo assign a document from the Document Manager

  1. On the eFolder, click the Preliminary Conditions, Underwriting Conditions, Post-Closing Conditions, Delivery Conditions or Conditions tab, and then click the Document Manager button.

  2. Drag a document from the Documents section into the Conditions section, and drop it on the condition to which you want it assigned.

     A plus (+)  sign displays to the left of a condition with documents assigned to it. Click the plus sign to view the associated files.