When Imaging > Upload Document is selected, a new Document Upload window will open and allow the user to upload documents to ImageFlow. A user can upload documents to ImageFlow at any point throughout the loan process, with the applicable permissions.
To upload a document to ImageFlow, click Browse and locate the desired document for upload. Mark the Upload in Color check box to upload the document in color.
Tip: Mark the Upload in Color checkbox only when necessary, such as for appraisal uploads. This will assist in saving data storage space.
The Assign To Loan field will automatically recognize and display the Loan Number and Borrower Name.
The Change button will allow the user to change which loan the document is uploaded to by searching the new loan with the following options and clicking Search:
· Borrower’s Last Name
· Borrower’s SSN
· Loan Number
· Loan Date
The Clear button will clear the current Loan Number and Borrower Name from the Assign To Loan field.
In the Document Information section, use the Document Type dropdown to select a correlating document type with the file being uploaded. Click Submit to complete the document upload. Click Reset to refresh the Document Upload window to its original settings.
Note: ImageFlow Admin Site controls the different document types that appear in the drop-down list.