User Guide

The XDOC Document Viewer

The Document Viewer is the main place of activity for loan production in XDOC. The Document Viewer provides the following functionality:

• Viewing documents and document pages
• Updating specific document properties
• Moving a document to a different loan
• Deleting a document
• Ordering and rotating document pages
• Printing, downloading and saving documents.
• Adding notes, pages notes and annotations to documents
• Splitting and merging documents
• Bundling (exporting) documents for an individual loan to an investor
• Drag and Drop Indexing documents (assigning new documents to a loan) – NEW!
• Document Buckets - NEW!