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:
|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|