The Document List and Document List Toolbar Overview

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Document List

• Located in the upper-left corner of the Document Viewer.
• Displays all documents associated with the current loan file.

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Document List Toolbar

• Positioned above the Document List.
• Provides tools to:
  • Sort documents in various ways (e.g., by name, type, date).
  • Manage view states for:
    • Document Buckets (grouped by workflow or category).
    • Document Categories (organized by type or purpose).