1.
Logging into XDOC
2.
Accessing the Document Viewer
3.
The XDOC Document Viewer
The Document Viewer Workspace
Drag and Drop Document Upload
The Document List and Doc List Toolbar
Document Categories
Document Buckets
Moving Documents Between Buckets
Sorting and Viewing Documents with the Doc List Toolbar
Document Thumbnails and Thumbnail Toolbar
Drag and Drop Method of Reordering Pages
Actions Menu
Document Editing Toolbar
Editing a Document
To Change the Document Type or any Other Field
To Move a Document to Another Loan
Document Notes and Page Notes
Document Note/Page Note Indicator
Adding a Document Note or Page Note
Editing or Deleting a Document Note or Page Note+
Working with Annotations
Adding an Annotation
Editing an Annotation / Annotation Properties
Moving an Annotation
Image Annotations
Personal Signatures
Loan Info Tab
Splitting Documents
Merging Documents
Document Actions
Page Reload
Document Compare
Document Upload
Document Download
Document Print
Barcode Cover Sheets
Document Bundling
Document Email
Quick Message
Document Delete
4.
Working in the File Room
Accessing the File Room
The File Room Workspace
Folders and Files
Choosing a Virtual Folder
File List
Creating and Assigning Documents
Adding and Removing Pages
5.
XDOC Training Videos
6.
Technical Requirements
7.
Release Notes
8.
Roadmap
View XDOC Admin Guide
User Guide
Logging into XDOC
Working in the File Room
Folders and Files
Folders and Files
The left pane of the File Room contains the following sections:
Virtual Folder Selection – Selecting the appropriate folder to view your documents
File List – Displays all the incoming files
File Source Displays – Displays