S2. Batch Bundling

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Here is a brief overview of Batch Bundling via the XDOC User Interface.

• Click on Bundling in the top dashboard menu:

  

  • First, select a Bundle Profile and enter a comma-separated list of loan numbers in the Loan Selections field.

  • You may also specify a Group Batch Name which will be used to correlate the set.

  • Click the Show Loans button to see a preview below and uncheck any loans that you do not wish to include.
    
    

• Click on the Send Bundle button and the UI will quickly initiate the bundle workflow for each loan:

  
  
  

• Batch Bundling is a two task process that is shown in the Workflow Monitor:

  The first task generates the bundle and the a second task delivers it.
  
  

• Click the Bundle Manager tab to show The Bundling Manager UI:

  

  • From here you may search for bundles by the Batch Name and see the status of each.

  • You may cancel, pause, or resume the ones in progress.