Project Features

The Project Features section contains project defaults for features highlighted in the Document Viewer, as well as Group Bundling, Loan Search and Batch processing settings. The Default Values for these items are determined at the time of the XDOC installation but can be easily overridden by checking the "Override" checkbox then choosing the appropriate value in the "Value" box to the right.

General Features – The General Features area describes the basic features to be used in the Document Viewer, Group Bundling, as well as Notification mappings and Unfiled Document Schema mapping. Required fields are in BOLD 

Field Description
Project Control  
Force Read Only Doc Viewers  Makes all Viewers "Read Only"
Document Bucket Control  
Default Bucket for New Docs  Default bucket for all new docs for a loan
General Features  
Use Document Notes  If Yes, users will be able to use Notes and Page Notes
Use Annotations  If Yes, the Viewer annotation toolbar will be activated
Use Document Categories  If Yes, document categories will be used, if configured
Use Group Bundling  If Yes, Bundle Admins will be able to use this feature from the Dashboard to send out large groups of bundled files
Use File Bacthes  If yes, the Batch button for Batch processing will be activated in from the Dashboard
Unfiled Document Schema  When unfiled documents are assigned to a loan, the document type they will be assigned to
Notification Map Stages  For email notifications, the list of loan stages that will be used
Notification Map Roles  For email notifications, the list of loan actors that will be used
Project Control  


Quick Messaging - The Quick Messaging section defines the default values for the Quick Messaging feature in the Viewer

Field  Description
Use Quick Messaging  Defines if the feature will be used in the system
Message Field Editing Defines whether editing of the message will be allowed.  Even if "use message definition" is selected, the message will still not allow editing if the user does not have the editing permission
Allow Empty Body  Deinfes whether an empty email body will be alloed
Default if Only One If there is only one message is defines, default to that message 
Default Message The default message for the feature 


Bundle Group Control – These settings describe the settings for Group Bundling. This is the feature accessed by clicking the BUNDLING button on the main XDOC dashboard that allows users to ship multiple bundles to a recipient by pasting a list of loan numbers into a box. Control fields for this feature are:

Field Description
Allow Container List Entry  If Yes, this feature will be activated and you will see the manual list entry box for entering a list of loan numbers
Container Selection Default  Determines which option, Group Lookup or Manual List Entry will be the default option when accessing this screen
List Entry Trust Control   If "allow trusted entries," the user will be presented with a checkbox that will allow them to trust the list entries. If "validate all entries," the user will not be presented with this checkbox
Default List Entry Trust  If List Entry Trust Control is "allow trusted entries," defines if the checkbox is checked (trust list entries) or not (validate all entries)


Container Settings – These settings relate to how the XDOC containers are identified and labeled

Field  Description
Has Containers Should always be "yes"
External Containers  External meaning outside of XDOC. For all LOS integrations, this should be set to "yes"
Container Schema  Defines how the containers are set up in XDOC. This should already be set up for you in Project Tab>Project Repository>Container Definitions. Please do not alter any settings without assistance from XDOC Customer Support
Meta Label  The label of how we define the container. For a Loan Documents project, this will always be "Loan"
Meta Label Plural  The plural of the Meta Label field
Container Ref Label  The label for the identifier for the container. This should be set to "Loan"
Container Key Label The label for the internal system id for the loan in your LOS database. Sometimes this is either a GUID, Lead Number, Reference Number, or some other internal identifier.
Container Info Label  The label for various places in the UI that displays container (loan) information
Group Label  If you group loans in your LOS by with a Trade number or Commitment Number, and that grouping is a part of your integration, that label will go here. This field is defaulted to "Trade"
Group Label Plural   The plural of the Group Label field


Container Quick Find – The quick find capability is a part of all loan searches, where a user types in a loan number into the Loan Number box and then tabs out of the field. XDOC will then look up the loan automatically and populate the loan information into the boxes. These defaults describe the labels and search methods used for the quick find boxes.

Field Description
Search Field Label The label for the box. For the Loan Documents project, this should always be set to "Loan"
Search Field Code The relevant code for the Search Field Label
Search Field Operator Defines how we execute the search. Choices are equal, starts with, and contains. This setting should not be changes without first contacting XDOC Customer Support
Display Field Label The additional field to display with this functionality. This setting should not be changes without first contacting XDOC Customer Support
Display Field Code The relevant code for the Display Field Label
Quick Find Mode When using the Quick Fund Method, defines if you are looking up the Container Ref (Loan Number) or the Search Field defined above


Container Key Search – XDOC gives users the ability to search on the Container Key, which, for LOS integrations, is the unique database identifier for the loan (when it’s other than the Loan Number)

Field  Description
Allow Container Key Search If set to yes, this field will show wherever there is a loan search box
Show Container Key If set to yes, the Container Key will show in the search results grid and in the "Fields" section in the Viewer
Container Key Label The label you give to this search box. (GUID, Lead Number, etc)


Batch Auto-Create Settings – These defaults are used when auto-creating batches for batch processing 

Field Description
Default Sequence The default sequence number assigned to a batch
Code Expression The tokenated value of the Batch Code
Name Expression The tokenated value of the Batch Name