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!