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 |
---|---|
Reload - Reloads the page currently displayed | |
Audit Log – Displays the complete history of the highlighted document and the loan as a whole | |
Document Compare - Launches the Document Compare feature in the | |
Upload – opens the upload screen for the loan in question | |
Download – downloads a .pdf or .tif file for saving | |
Print – Opens doc as a .pdf for printing | |
Generate Barcode Sheets – opens the sheet generator for this loan | |
Bundle – Opens the bundle send page for this loan | |
Email – Allows user to email the highlighted document | |
Quick Message – Allows user to send an email calling for action on the loan | |
Delete – Deletes the highlighted document |