Managing documents on a draw

Overview

This article explains how to manage documents within a draw in the Sponsored Borrower Portal. Users can add, split, remove, and download documents to meet lender requirements and ensure complete draw submissions. Step-by-step instructions guide users through each document management action for an efficient and compliant workflow.

Adding a document

Description

Learn how to upload and categorize documents within a draw using the Documents tab.

Steps

1. Create a Draw.

2. On the Draw page, click the Documents tab.                                            

3. Click + Add files.                                            

   1. To locate a document, click Choose a File.

      1. Alternatively, you can drag and drop a document to the highlighted area.

   2. Navigate to the required folder.

   3. Select the document, and click Open.

   4. In the Add Files dialog box, the document is displayed after it is successfully uploaded.

4. Click Upload & Add Requirements.

   1. The document is displayed in the draw documents list.

5. In the Document type column, select a document type.

6. Click Save & Continue.

   1. A message is displayed indicating that the document is added successfully.

Splitting a document

Description

Split a multi-page document into separate files based on page ranges and associated lender requirements.

Steps

1. In the row of the document you want to split, select the three-dots icon.

2. In the sidesheet, toggle Separate Requirements by Page.

   1. For documents that satisfy multiple requirements across different pages, you can split the file into the pages that satisfy their respective requirements. For example, specifying pages "1-3, 5" would create a 4 page file with pages 1, 2, 3, & 5 from the original file.

3. Enter the following information:

   1. Pages

      1. Add the number of pages you want to separate.

   2. Requirements

      1. Add the Lender requirement these pages fulfill.

4. Click Save. 

5. To confirm, click Confirm.

Removing a document

Description

Remove individual or multiple documents from a draw using the action menu or checkboxes.

Steps

1. If you want to remove a single document, follow these steps:

   1. In the row of the document you want to delete, select the three-dots icon.

   2. Click Remove.

   3. Confirm you want to remove the document by clicking the Yes, Remove File button.

2. To remove multiple documents, follow these steps:

   1. Select all, by clicking the checkbox in the header row or select the documents you want to remove.

   2. Click the Actions dropdown and select Delete.

   3. Confirm you want to remove the document(s) by clicking the Yes, Remove File button.

Downloading a document

Description

Download one or multiple documents from a draw for review or record-keeping purposes.

Steps

1. If you want to download a single document, follow these steps:

   1. In the row of the document you want to download, select the three-dots icon.

   2. Click Download.

2. To download multiple documents, follow these steps:

   1. Select all, by clicking the checkbox in the header row or select the documents you want to remove.

   2. Click the Actions dropdown and select Download.