The actions menu can be found in the title bar of the Document Viewer. The options displayed may be limited depending on the security permissions set by your XDOC Administrator. A more detailed description on these actions can be found in the Document Actions section.
NOTE: Any action will apply to the current selected document, or the entire loan where indicated.
The following items may be present in the actions menu:
Icon | Description |
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Reload - Reloads the page currently displayed |
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Audit Log – Displays the complete history of the highlighted document and the loan as a whole |
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Document Compare - Launches the Document Compare feature in the |
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Upload – opens the upload screen for the loan in question |
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Download – downloads a .pdf or .tif file for saving |
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Print – Opens doc as a .pdf for printing |
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Generate Barcode Sheets – opens the sheet generator for this loan |
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Bundle – Opens the bundle send page for this loan |
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Email – Allows user to email the highlighted document |
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Quick Message – Allows user to send an email calling for action on the loan |
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Delete – Deletes the highlighted document |