Loan Workbench: Documents Overview

Loan Workbench: Documents Overview

Documents such as an image, PDF or Word file can be uploaded to the Documents tab in Loan Workbench. This information will be visible in both Command Center and in Encompass. 

View Documents

1. Navigate to the Pipeline from the left-hand menu. 
2. Double-click on a Loan Number, and select the Documents tab. 
3. Click on the category list to the left. 
4. Select a document and click on View File to open on the current page, or New Tab to open the document on a different tab in your web browser. 




Change Your View Layout

Change your view layout into a List View to condense multiple documents and their details. 


 


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