XDOC Documentation
Release 6100
Admin Guide
Working in the XDOC Admin
Admin Configuration
System Tab
Version Information
Help and Support
System Security
Configuration
Security Roles
Security Profiles
Users
User Signatures
System Resources
Network Identity
Document Stores (Self Hosted Customers Only)
Project List
Project Themes
Email Templates
File Upload Gateways
System Settings
Logon Page Settings
General Settings
Workflow Settings
Service Settings
HTTP Server Service
UI Launch Service
User Interface
General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
Help Doc URLs
Projects Tab
Help and Support
Project Info
Project Definition
Project Summary
Project Settings
Project Features
General Settings
Workflow Settings
Integration Settings
Notification Settings
Service Settings
HTTP Server Service
UI Launch Services
User Interface
UI General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
URLs and Controls
Project Repository
Document Buckets
Document Categories
List Definitions and Field Definitions
Container Definitions
Document Definitions
Document Stack Security
Stacking and Bundling
Document Stacks
Using Tokens
Bundle Templates
Bundle Profiles
Bundle Sets
Quick Messaging
Configuration
Email Templates
Address Groups
Quick Messages
Reference Documents
Annotation Images
Reference Documents
Bundle Tokens
Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test Bundle that can be used to test tokens?
Token Syntax
Simple Token Syntax Reference
Simple Token Syntax Format
Extended Token Syntax Reference
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Properties Reference
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Address Token Properties
Quick Message Token
Quick Message Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test email template that can be used to test tokens?
Token Syntax
Simple Token Syntax
Simple Token Syntax Format
Extended Token Syntax
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Token Components
dataType
dataFormat
dataMaxLen
mappedValues
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Training Videos
User Guide
Logging into XDOC
Accessing the Document Viewer
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
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
XDOC Training Videos
Technical Requirements
Release Notes
Roadmap
Release 6104
Admin
XDOC Admin - 6104 Release
Admin Configuration
System Tab
Version Information
Help and Support
System Security
Configuration
Security Roles
Security Profiles
Users
User Signatures
System Resources
Network Identity
Document Stores (Self Hosted Customers Only)
Project List
Project Themes
Email Templates
File Upload Gateways
System Settings
Logon Page Settings
General Settings
Workflow Settings
Service Settings
HTTP Server Service
UI Launch Service
User Interface
General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
Help Doc URLs
Projects Tab
Help and Support
Project Info
Project Definition
Project Summary
Project Settings
Project Features
General Settings
Workflow Settings
Integration Settings
Notification Settings
Service Settings
HTTP Server Service
UI Launch Services
User Interface
UI General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
URLs and Controls
Project Repository
Document Buckets
Document Categories
List Definitions and Field Definitions
Container Definitions
Document Definitions
Document Stack Security
Stacking and Bundling
Document Stacks
Using Tokens
Bundle Templates
Bundle Profiles
Bundle Sets
Quick Messaging
Configuration
Email Templates
Address Groups
Quick Messages
Reference Documents
Annotation Images
Reference Documents
Reports Tab
Bundle Tokens
Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test Bundle that can be used to test tokens?
Token Syntax
Simple Token Syntax Reference
Simple Token Syntax Format
Extended Token Syntax Reference
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Properties Reference
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Address Token Properties
Quick Message Token
Quick Message Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test email template that can be used to test tokens?
Token Syntax
Simple Token Syntax
Simple Token Syntax Format
Extended Token Syntax
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Token Components
dataType
dataFormat
dataMaxLen
mappedValues
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Training Videos
User
Logging into XDOC
Accessing the Document Viewer
The XDOC Document Viewer
The Document Viewer Workspace
Drag and Drop Document Upload
The Document List and Document List Toolbar
Document Categories
Document Buckets
Moving Documents Between Buckets
Sorting and Viewing Documents with the Doc List Toolbar
Copying Documents - Loan to Loan
Document Thumbnails and Thumbnail Toolbar
Drag and Drop Method of Reordering Pages
Moving Pages to New Docs
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 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
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
XDOC Training Videos
Technical Requirements
Release Notes
Roadmap
Release 6112
Admin
XDOC Admin - 6112 Release
Admin Configuration
System Tab
System Tab Overview
Version Information
Help and Support
System Security
Configuration
Security Roles
Security Profiles
Users
User Signatures
System Resources
Network Identity
Document Stores (Self Hosted Customers Only)
Project List
Project Themes
Email Templates
File Upload Gateways
System Settings
Logon Page Settings
General Settings
Workflow Settings
Service Settings
HTTP Server Service
UI Launch Service
User Interface
General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
Help Doc URLs
Projects Tab
Projects Tab Overview
Help and Support
Project Info
Project Info Overview
Project Definition
Project Summary
Project Settings
Project Settings Overview
Project Features
General Settings
Workflow Settings
Integration Settings
Notification Settings
Service Settings
Service Settings Overview
HTTP Server Service
UI Launch Services
User Interface
UI General Settings
Document Viewer
File Room
Cover Generator
Monitor File Viewer
URLs and Controls
Project Repository
Document Buckets
Document Categories
List Definitions and Field Definitions
Container Definitions
Document Definitions
Document Stack Security
Stacking and Bundling
Document Stacks
Using Tokens
Bundle Templates
Bundle Profiles
Bundle Sets
Quick Messaging
Quick Messaging Overview
Configuration
Email Templates
Address Groups
Quick Messages
Reference Documents
Annotation Images
Reference Documents
Reports Tab
Bundle Tokens
Bundle Tokens Overview
Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test Bundle that can be used to test tokens?
Token Syntax
Simple Token Syntax Reference
Simple Token Syntax Format
Extended Token Syntax Reference
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Properties Reference
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Address Token Properties
Quick Message Token
Quick Message Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test email template that can be used to test tokens?
Token Syntax
Simple Token Syntax
Simple Token Syntax Format
Extended Token Syntax
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Token Components
dataType
dataFormat
dataMaxLen
mappedValues
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Training Videos
User
Logging into XDOC
Accessing the Document Viewer
The XDOC Document Viewer
The XDOC Document Viewer Overview
The Document Viewer Workspace
Drag and Drop Document Upload
The Document List and Document List Toolbar
The Document List and Document List Toolbar Overview
Document Categories
Document Buckets
Moving Documents Between Buckets
Sorting and Viewing Documents with the Doc List Toolbar
Copying Documents - Loan to Loan
Document Thumbnails and Thumbnail Toolbar
Document Thumbnails and Thumbnail Toolbar Overview
Drag and Drop Method of Reordering Pages
Moving Pages to New Docs
Actions Menu
Document Editing Toolbar
Editing a Document
Editing a Document Overview
To Change the Document Type or any Other Field
To Move a Document to Another Loan
Document Notes and Page Notes
Document Notes and Page Notes Overview
Document Note/Page Note Indicator
Adding a Document Note or Page Note
Editing or Deleting a Document Note or Page Note
Working with Annotations
Working with Annotations Overview
Adding an Annotation
Editing Annotation Properties
Moving an Annotation
Image Annotations
Personal Signatures
Loan Info Tab
Splitting Documents
Merging Documents
Document Actions
Document Actions Overview
Page Reload
Document Compare
Document Upload
Document Download
Document Print
Barcode Cover Sheets
Document Bundling
Document Email
Quick Message
Document Delete
Working in the File Room
Working in the File Room Overview
Accessing the File Room
The File Room Workspace
Folders and Files
Folders and Files Overview
Choosing a Virtual Folder
File List
Creating and Assigning Documents
Adding and Removing Pages
XDOC Training Videos
Technical Requirements
Release Notes
Roadmap
Release 6131
Admin
Accessing the Admin Section
XDOC Admin Layout
System Tab
System Tab Overview
Version Information
Help and Support
Application Identity
Network Identity
Application Branding
Logon Page Settings
System Security
User Authentication
User Configuration
System Users
Security Roles
Security Profiles
System Resources
Document Stores (Self Hosted Customers Only)
Storage Settings
File Upload Gateways
System Objects
Project List
Project Themes
Email Templates
User Signatures
System Settings
Notification Settings
Workflow Settings
Gateway Processing
API Services
Web API Services
UI Launch Service
User Interface
User Interface
Document Viewer
File Viewer
File Room
Cover Generator
Help Doc URLs
Projects Tab
Projects Tab Overview
Help and Support
Project Info
Project Definition
Project Summary
Project Settings
General Settings
Container Settings
Workflow Processing
Integration Settings
Notification Settings
Storage Settings
API Services
Web API Services
UI Launch Services
User Interface
User Interface
Document Viewer
File Viewer
File Room
Cover Generator
URLs and Controls
Project Assets
Email Templates
Annotation Images
Reference Documents
Project Repository
Document Buckets
Document Categories
List Definitions and Field Definitions
Container Definitions
Document Definitions
Document Stack Security
Document Advanced Filters
Stacking and Bundling
Document Stacks
Bundle Templates
Bundle Profiles
Bundle Sets
Using Tokens
Project Messaging
Document Notifications
Quick Messaging
Quick Messaging Overview
Message Control
Email Templates
Address Groups
Quick Messages
Message Token Help
Reports Tab
Bundle Tokens
Bundle Tokens Overview
Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test Bundle that can be used to test tokens?
Token Syntax
Simple Token Syntax Reference
Simple Token Syntax Format
Extended Token Syntax Reference
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Properties Reference
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Address Token Properties
Quick Message Token
Quick Message Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test email template that can be used to test tokens?
Token Syntax
Simple Token Syntax
Simple Token Syntax Format
Extended Token Syntax
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Token Components
dataType
dataFormat
dataMaxLen
mappedValues
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Installing the Print Client
Admin Training Videos
User
Release Notes - 6131
Technical Requirements
Logging into XDOC
Accessing the Document Viewer
The XDOC Document Viewer
The XDOC Document Viewer Overview
The Document Viewer Workspace
Drag and Drop Document Upload
The Document List and Document List Toolbar
The Document List and Document List Toolbar Overview
Document Categories
Document Buckets
Moving Documents Between Buckets
Sorting and Viewing Documents with the Doc List Toolbar
Copying Documents - Loan to Loan
Document Thumbnails and Thumbnail Toolbar
Document Thumbnails and Thumbnail Toolbar Overview
Drag and Drop Method of Reordering Pages
Moving Pages to New Docs
Actions Menu
Document Editing Toolbar
Editing a Document
Editing a Document Overview
To Change the Document Type or any Other Field
To Move a Document to Another Loan
Advanced Filters
Document Notes and Page Notes
Document Notes and Page Notes Overview
Document Note/Page Note Indicator
Adding a Document Note or Page Note
Editing or Deleting a Document Note or Page Note
Working with Annotations
Working with Annotations Overview
Adding an Annotation
Editing Annotation Properties
Moving an Annotation
Image Annotations
Personal Signatures
Loan Info Tab
Splitting Documents
Merging Documents
Document Actions
Document Actions Overview
Page Reload
Document Compare
Document Upload
Document Download
Document Print
Barcode Cover Sheets
Document Bundling
Document Email
Quick Message
Document Delete
Using the Print Client
Working in the File Room
Working in the File Room Overview
Accessing the File Room
The File Room Workspace
Folders and Files
Folders and Files Overview
Choosing a Virtual Folder
File List
Creating and Assigning Documents
Adding and Removing Pages
User Training Videos
Release 6142
Admin
Accessing the Admin Section
XDOC Admin Layout
System Tab
System Tab Overview
Version Information
Help and Support
Application Identity
Network Identity
Application Branding
Logon Page Settings
System Security
User Authentication
User Configuration
System Users
Security Roles
Security Profiles
System Resources
Document Stores (Self Hosted Customers Only)
Storage Settings
File Upload Gateways
System Objects
Project List
Project Themes
Email Templates
User Signatures
System Settings
Notification Settings
Workflow Settings
Gateway Processing
API Services
Web API Services
UI Launch Service
User Interface
User Interface
Document Viewer
File Viewer
File Room
Cover Generator
Help Doc URLs
Projects Tab
Projects Tab Overview
Help and Support
Project Info
Project Definition
Project Summary
Project Settings
General Settings
Container Settings
Workflow Processing
Integration Settings
Notification Settings
Storage Settings
API Services
Web API Services
UI Launch Services
User Interface
User Interface
Document Viewer
File Viewer
File Room
Cover Generator
URLs and Controls
Project Assets
Email Templates
Annotation Images
Reference Documents
Project Repository
Document Buckets
Document Categories
List Definitions and Field Definitions
Container Definitions
Document Definitions
Document Stack Security
Document Advanced Filters
Stacking and Bundling
Document Stacks
Bundle Templates
Bundle Profiles
Bundle Sets
Using Tokens
Project Messaging
Document Notifications
Quick Messaging
Quick Messaging Overview
Message Control
Email Templates
Address Groups
Quick Messages
Message Token Help
Conditions Management Administration
Reports Tab
Bundle Tokens
Bundle Tokens Overview
Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test Bundle that can be used to test tokens?
Token Syntax
Simple Token Syntax Reference
Simple Token Syntax Format
Extended Token Syntax Reference
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Properties Reference
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Address Token Properties
Quick Message Token
Quick Message Token Overview
What are Tokens?
What does a Token look like?
What is an example of using Tokens?
Can I format the data that is referenced in a Token?
When would I want / need to use the Extended Token Syntax?
Is there a pre-defined test email template that can be used to test tokens?
Token Syntax
Simple Token Syntax
Simple Token Syntax Format
Extended Token Syntax
Extended Token Syntax Format
Extended Token Syntax Notes
Extended Token Components
dataType
dataFormat
dataMaxLen
mappedValues
Extended Token Syntax Examples
Available Tokens
Date Format Masks
Number Format Masks
Installing the Print Client
Admin Training Videos
User
Release Notes - 6142
Technical Requirements
Logging into XDOC
Accessing the Document Viewer
The XDOC Document Viewer
The XDOC Document Viewer Overview
The Document Viewer Workspace
Drag and Drop Document Upload
The Document List and Document List Toolbar
The Document List and Document List Toolbar Overview
Document Categories
Document Buckets
Moving Documents Between Buckets
Sorting and Viewing Documents with the Doc List Toolbar
Copying Documents - Loan to Loan
Document Thumbnails and Thumbnail Toolbar
Document Thumbnails and Thumbnail Toolbar Overview
Drag and Drop Method of Reordering Pages
Moving Pages to New Docs
Actions Menu
Document Editing Toolbar
Editing a Document
Editing a Document Overview
To Change the Document Type or any Other Field
To Move a Document to Another Loan
Advanced Filters
Document Notes and Page Notes
Document Notes and Page Notes Overview
Document Note/Page Note Indicator
Adding a Document Note or Page Note
Editing or Deleting a Document Note or Page Note
Working with Annotations
Working with Annotations Overview
Adding an Annotation
Editing Annotation Properties
Moving an Annotation
Image Annotations
Personal Signatures
Loan Info Tab
Splitting Documents
Merging Documents
Document Actions
Document Actions Overview
Page Reload
Document Compare
Document Upload
Document Download
Document Print
Barcode Cover Sheets
Document Bundling
Document Email
Quick Message
Document Delete
Working with Conditions
Using the Print Client
Working in the File Room
Working in the File Room Overview
Accessing the File Room
The File Room Workspace
Folders and Files
Folders and Files Overview
Choosing a Virtual Folder
File List
Creating and Assigning Documents
Adding and Removing Pages
User Training Videos
API Guide
Introduction
Configuring API Settings
Generating Tokens
Troubleshooting
Web API Services
General Overview
S1. Method Invocation Syntax
S2. Standard XML Schemas
S3. Security Context Identification
S4. Security Token Authentication
S5. Method Listing
User Interface Service API
General Overview
S1. Service Invocation Syntax
S2. User Interface Link Listing
S3. User Token Credential Passing
S4. Security Considerations
Event Notification API
General Overview
S1. Document Events Overview
S2. Event Endpoint Configuration
S3. Sample Notifications
Integration Guide
Introduction to XDOC Integrations
Remote User Authentication Service
General Overview
S1. User Security Overview
S2. Service Method Listing
S3. Method Result Data Fields
S4. Security Considerations
User Authentication: Database Adapter
General Overview
Database Connection String
Database Statements
Remote Container Provider Service
General Overview
S1. Service Invocation Syntax
S2. Standard XML Schemas
S3. Service Method Listing
S4. Service Method Details
S5. Security Considerations
Container Provider: Database Adapter
General Overview
Database Connection String
General Concepts
Integrated Application Queries
Bundle Engine
General Overview
S1. Bundle Engine Overview
S2. Batch Bundling
S3. Bundle Schedule API
S4. Monitoring Scheduled Bundles
Mortgage Industry
Mortgage Processing
General Overview
S1. Loan Object Attributes
S2. Loan Object Lists
S3. Loan Search Fields
S4. Repository List Definitions
S5. User Security Profiles
The Document Viewer Workspace
