Actions Menu

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:

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