What is the difference between the Document Manager and the General Document List?

In short, files housed in the Document Manager are connected to a PreApp file. Files housed in the General Document List are not connected to a PreApp file.

When in a file, click Document Manager on the Nav Menu to the left and click “All” to open the list of documents uploaded in connection to that particular file.

You can view, rename, organize and download the documents on this page. Use the check boxes to the left of the doc names as needed to download multiple files.

If you aren’t able to locate the uploaded docs in the borrower’s file, be sure to check your General Document List. Click the Document Icon on your dashboard to view this list.

Documents that are uploaded by clients using your General Upload Link will be listed on this page in groups based on the name given by the user and the time stamp. You can view, download, and connect these documents to PreApps in your pipeline using the buttons in the upper right-hand corner.