Document Folder Structure

How to automatically create standard document folders for new applications.

Overview Of Folder Structures

The "Document Folder Structure" section of a loan product lets you automatically create document folders when new applications are created. This functionality is recommended for lenders that want to organize documents consistently across applications to streamline user workflow.


How To Add A Standard Folder

To add a standard folder:

  • Click the Add Standard Folder button.
  • A popup will open where you'll need to provide a Folder Name.
  • Click the Add Folder button.

New standard document folders will impact future applications but will not impact existing applications.


How To Move A Standard Folder

Folders can be placed within other folders. To move a standard folder to be within another folder:

  • Click and holder on the folder you want to move.
  • Drag it to the folder you want to place it in.
  • Release your click.

Please note that folders can't be moved out of other folders. To accomplish this, delete the first folder and recreate it at the higher level.


How To Rename A Standard Folder

To rename a standard folder:

  • Click on the folder in the table.
  • Edit the name in the popup window.
  • Click the "Save Changes" button.

Changing standard document folders will impact future applications but will not impact existing applications.


How To Delete A Standard Folder

To delete a standard document folder:

  • Hover over the folder in the table.
  • Click on the 3-dots icon on the right side.
  • Select "Delete Folder".

Removing a standard document folder will impact future applications but will not impact existing applications.