1. Open a loan file.
2. From the top menu bar click the Documents tab.
3. From the left navigation panel select Generate.
4. From the Document Selection List use the Filtered By dropdown to narrow the list of documents.
Note: Forms will appear based on the category they apply to, Application, Processing, or Underwriting. You can select from all three (3) lists to populate your package.
5. From the now populated list, click a document to select it.
6. Chosen document(s) will appear to the right under Selected Documents.
7. Click the Preview icon.
8. The document will open in your in-browser PDF viewer.
