To Change the Document Type or any Other Field

Editing a Document

  1. Highlight the Document

    • In the Document List, select the document you want to edit.

  2. Open the Fields Tab

    • On the right side of the Document Viewer, click the Fields tab.

  3. Change Document Type

    • Click the Document Type dropdown box.
    • Select the new Document Type.

  4. Update Additional Fields

    • For example, update the Borrower field or any other relevant fields.

  5. Click UPDATE

    • Save your changes.

NOTE:
The same process applies to any other document field you need to change.