The XDOC Document Viewer Overview

The Document Viewer is the central workspace for loan production in XDOC. It allows users to manage and interact with loan documents efficiently.

View Documents & Pages
Navigate through documents and individual pages.
Drag & Drop Upload
Quickly upload documents by dragging them into the viewer.
Update Document Properties
Modify metadata or specific attributes of a document.
Move Documents Between Loans
Transfer a single document to a different loan.
Copy or Move Multiple Documents
Send a list of documents to one or more other loans.
Page-Level Operations
Copy or move pages between documents within the same loan.
Delete Documents
Remove unwanted documents from the loan.
Create Custom Lists (Filtering)
Filter documents for viewing or exporting.
Order & Rotate Pages
Rearrange or rotate document pages as needed.
Print, Download, Save
Output documents in various formats.
Add Notes & Annotations
Insert notes, page notes, and annotations for clarity.
Split & Merge Documents
Break documents into parts or combine multiple documents.
Bundle Documents for Export
Package documents for an individual loan for delivery to an investor.