Accessing the Admin Section

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Accessing the XDOC Admin Section

How you access the Admin section in XDOC depends on how you're integrated with your Loan Origination System (LOS).

If Logging in via the Web (Direct XDOC Access):

1. Log into XDOC through the web interface (not through an LOS).
2. Click the Admin menu item at the top of the screen.

If Accessing XDOC via an LOS Integration:

1. Open the Viewer for any loan.
2. Click the Home Dashboard button located at the top-right corner of the screen.
3. This will open the main toolbar, where you can access the XDOC Admin section.

Admin Section Overview

Once inside the Admin section, you’ll see several tabs. The most commonly used are:

• Projects Tab
  Where you’ll spend most of your time. This tab contains the primary configuration settings for XDOC.

• System Tab
  Used to configure user security and other system-wide settings.