Overview
This article explains how to manage rules within a draw by updating their status and linking required documents. Users can mark rules as Passed or Failed and associate them with supporting documentation, either from the Rules tab or during document upload in the Documents tab. This ensures compliance with lender requirements during the draw process.
Steps
Create a Draw.
On the Draw page, click the Rules tab.
To update the status of a rule, go to the Status column, and select from the following options:
Passed
Failed
To link the required documents, click Link Document.
Select the Document and choose which Rule applies.
If a Document still needs to be uploaded, see Adding documents to a draw.
Document requirements can also be linked by indicating the requirement upon upload from the Documents tab.