Working with Conditions

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Conditions Management Overview

Conditions Management is a robust enhancement (for version 6142 and above) in XDOC that enables users to view, assign, and modify conditions associated with documents. This feature ensures seamless integration between LOS (Loan Origination System) and XDOC by incorporating conditions into the data exchange, so condition/document data remains synchronized across applications.

 

XDOC User Interface

1. View conditions for a loan
   
   
2. Assign conditions to a document
   
   
3. Unassign a condition from a document

 

XDOC API

1. Launch the XDOC viewer to see all documents that satisfy a particular condition
   
   
2. Add a condition to an XDOC document type
   
   
3. Remove the association of a conditinon to a document

 

There are four sections to this page.  Click the link to navigate to the section of the page you wish to see.

1. Permissions for Conditions Management
   
   
2. Assigning Conditions in the Document Viewer
   
   
3. Assigning Conditions with Document Upload
   
   
4. Assigning Conditions in the Print Client, File Room, and Split/Merge Sections

 

Permissions for Conditions Management

The following are the permissions needed to use Conditions Management.  XDOC Administrators must modify the security role in the XDOC Admin for users working with conditions. 

1. View all conditions associated to a document (uses the XCONDITIONVIEW permission)
   
   
2. Assign conditions to a document (uses the XCONDITIONASSIGN permission)
   
   
3. Unassign (remove) a condition from a document (users the XCONDITIONUNASSIGN)

 

Conditions in the Document Viewer

• Location: On the right-hand side of the XDOC viewer, a new accordion panel is available for conditions.
• Purpose: This panel is the central place to:
  • View all conditions associated with the current document.
  • Assign new conditions to the document.
  • Modify or remove existing condition associations.
• Indicator: A numeric badge on the accordion displays the number of conditions linked to the document, providing quick visibility.

 

Expand the accordion to see the conditions assigned to this document

 

Any documents assigned to a condition will have a shield icon shown on the left side in the document list. 

 

Assigning Conditions in the Document Viewer

To assign conditions in the document viewer:

1. In the document list, highlight the document you want.
   
   
2. On the right side of the viewer, click the "Conditions" accordion
   
   
3. Click the condition selector drop-down and select the condition you want
   
   
   
   
   
4. Click the "+" icon to add it to the document and the condition will be assigned to the document
   
   
   
   
   
5. Repeat steps 3 and 4 to add more conditions to the document
   
   
6. When done, click UPDATE at the top right of the screen. 
   
   

Using the Pop-Out Box to Assign Conditions

Since condition names can be very long, we created a pop-out box so users can see more of the condition name at a glance when assigning conditions.  To use the pop-out box method:

 

1. From the conditions accordion, click the pop-out box icon
   
   
   
   
   
2. From the pop-out box that appears, choose your conditions and click the "+" icon to add them to the document
   
   
   
   
   
   
3. Once added, click COMPLETE to assign the conditions.  The box will automatically pop back in.  You can also click CANCEL to cancel any changes and the box will also pop back in. 
   
   
   
   
   
4. Click UPDATE to save changes

 

Assigning Conditions in Document Upload

 

Whether you're using the drag and drop method or the standard method, assigning conditions to a document when uploading is a very easy process and is similar to the process in ther Viewer.  

1. Drag in your document(s) or choose your document from a folder
   
   
2. Choose the condition(s) this document satisfies.  Each document you upload will have a separate place to choose a condition
   
   
3. Click SUBMIT

 

 

Working with Conditions in the Print Client, File Room, and Split/Merge Sections

Because all of these XDOC sections user the same user interface, the usage instructions are also the same.  

 

Print Client -Initial Screen

There are two places where you could assign conditions while in the print client.  The first is the initial screen shown below.  For this screen there is no need to highlight any pages.  We are assuming all pages are getting indexed to one document type.  To assign conditions from this screen:

1. Choose your loan number
   
   
2. Choose your document type
   
   
3. Choose any document type fields (if any)
   
   
4. Choose your conditions
   
   
5. Click COMPLETE

 

 

Print Client (Index Now), File Room, Split/Merge Screen

In this user interface you can split up document pages into multiple document types.  To start:

1. Highlight pages to index
   
   
2. Choose your loan number
   
   
3. Choose your document type
   
   
4. Choose any document fields (if any)
   
   
5. Choose your condition(s)
   
   
6. Click CREATE

 

Then continue indexing pages until all pages are filed.  Then click COMPLETE