Drag and Drop Document Upload

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Drag & Drop Document Upload Process

Page Limit: 999 pages per submission

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Steps

1. Open the Document Viewer

   • Navigate to the loan where you want to add documents.

 

2.  Select Documents

• From your desktop or local folder, click the document(s) you want to upload.

3.  Drag & Drop

• Drag the selected documents onto the Page Viewer section of the Document Viewer.

 

4.  Release Mouse

• The Document Upload page will appear and attach all files.

 

5.  Assign Fields

• Color Handler:
  • Black and White
  • Smart Color Detection – Only renders actual color pages in color.
  • Full Color – Renders all pages in color.
• Resolution:
  • Normal – 200 dpi
  • High – 300 dpi

6.  Choose Document Type & Additional Fields

• Type the document name in the box for quick filtering.
• AIVA Users: If Document Type is not selected, AIVA will return OCR results.
  
  
  

7. Click SUBMIT

8.  Return to Viewer

• Click the X on the upper right of the upload screen.

9.  Verify Documents

• Your documents will now appear in the Document Viewer.

Icon	Description
	Browse File – Opens File Explorer
	Clears file name
	Delete upload instance
	Clears all instances except one
	Closes Upload screen and returns to Viewer
	Adds another upload instance