You can view and manage all related documents under the Documents tab. The Documents tab is available on Loan Details, Borrower Details, Investor Details, Funds, and Offerings.
This feature allows you to organize all necessary documents in one convenient location.
To view the documents list:
Open the loan details page or any location listed above.
Click Documents tab.
The list of documents associated with the loan application is displayed.
💡In Loans, this list is prepopulated from the selected product. If no product is selected, we show a predefined comprehensive list.
To learn how to configure your products, please read:
https://help.baselinesoftware.com/en/articles/8615526-customize-loan-products
Under the Documents tab, you can perform several actions on individual documents:
View Document List: The list displays document names, types, sizes, upload dates, and their current status (e.g., Pending).
Actions for Individual Documents: Click the three-dot menu (
...) next to a document to see the following options:Edit: Modify details such as the document name or type.
Request: Send a document request to a borrower or Investor member.
Upload: Replace or add a document for the current entry.
Download: Save the document to your local device.
Delete: Remove the document from the list.
