Drag and Drop Document Upload

The new Drag and Drop document upload method is an exciting new feature that saves a lot of time and increases productivity by quickly assigning documents to loans directly from the Document Viewer. The following is the simple new process for drag and drop document upload.

1. Open the Document Viewer for the loan where you wish to add documents

2. From you desktop or local file folder click on the document or documents you wish to add to the loan

Select Documents To Upload

3. Drag those document onto the Page Viewer section of the Documents Viewer

Drag Documents Onto Page Viewer

4. Release the mouse and the Document Upload page will attach all the files

5. Assign the following fields for all files

Field	Description
Color Handler	Black and White Smart Color Detection –Only renders color pages actually in color Full Color – Renders all pages in color
Resolution	Normal – 200dpi High – 300dpi

6. Choose your document type and any additional fields.

For customers with a lot of document types, you can now simply type in the name of the docuent you're looking for in the box and XDOC will return only those matching names

7. Click SUBMIT

8. Click the on the upper right of the upload screen to return to the Document Viewer

9. Your documents will be waiting for you Other icons in the Document Upload page are:

Icon	Description
	Browse File – Opens up File Explorer so you can browse to a file
	Clears file name
	Delete upload instance
	Clears all instances of file upload except one clears all data
	Closes Upload screen and returns to Viewer
	Adds an instance of the file upload so you can upload another document