The actions menu can be found on the right hand side of the title bar of the Document Viewer. The options displayed for you 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|