Managing documents in a deal

Overview

This article explains how to use the Documents tab on a deal in the Sponsored Borrower Portal. From this tab, you can upload new documents, organize them into folders, search for specific files, and take action on one or many documents at once.

Note:

For uploading documents specifically to a draw request, see Step 2: Documentation in Requesting a draw.

Open the Documents tab

1. At the top-left of the page, click Portfolio.

2. Click View or the Deal Name for the deal whose documents you want to manage.

   

3. Click the Documents tab or scroll down to the Documents section.

   

The Documents tab shows all documents in the deal, with columns for Name, Type, Uploaded At, and Uploaded By.

Search for a document

Use the Search by document name or type field at the top of the table to find a specific document. The list filters as you type.

Upload a document

1. Click Upload in the top-right of the Documents tab.

   

2. Select the file you want to upload from your computer.

The document appears in the deal's document list.

Create a new folder

Organize your deal documents by creating folders.

1. Click New folder in the top-right of the Documents tab.

   

2. Enter a name for the folder.

3. Save the folder.

The new folder appears in the document list.

Take action on a single document

Each document row has action icons at the right side:

• View — Open the document in a preview window.

• Download — Save the document to your computer.

• Delete — Remove the document from the deal.

Take bulk actions on multiple documents

1. Select the documents you want to act on by clicking the checkbox next to each. To select all documents in the deal, click the checkbox in the header row.

   

2. The selection count appears next to the search bar (for example, 3 selected).

3. Click the Actions dropdown and select one of:

   

   • View — Open the selected documents in a preview window.

   • Download — Download the selected documents.

   • Move — Move the selected documents to a folder.

   • Delete — Remove the selected documents from the deal.