Document Entries in the Log
Document entries are added to and updated in the Log when a
document task is completed (or revoked). This includes entries that are
automatically created when requested documents are received from borrowers
(via the eFolder) and when you order and receive services.
There are three ways to update document
tracking entries:
From the
eFolder
-
On the upper right of a loan file, click the eFolder icon.
-
When the eFolder opens, click the Documents tab.
-
Select a document, and then click the Edit icon.
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In the Tracking section, click the Status tab.
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Select a checkbox (and adjust the date if needed) to indicate the completion of tasks (Requested, Re-requested, or Received).
From the
Document Checklist on the Milestone Worksheet
-
In the Log, click a milestone entry.
-
In
theChecklist section of the
milestone worksheet:
-
Select
a checkbox to indicate receipt of a document. An entry for the receipt
is created in the Log. If you previously created a Log entry when you
ordered or reordered the document, the wording of that entry is changed
from ordered or
expected to received.
-
Clear a document's
checkbox to change its status from received
back to ordered. If the document
was never ordered, the entry in the Log is removed.
From the Log Entry for the Document
Click the document entry in the Log.
Update the task checkboxes (Ordered,
Reordered, and Received)
and the associated date information as required.
See Also
Create
a New Document Entry