You want a document name / bucket name in File Manager where you can drag files or auto assign or train

How to create a document name where we can drag any file or auto assign or train document to be assigned in File Manager


Click on new document icon on top right, plus with document icon and give it a name, description and needed.

Now, in Loan templates->Document sets, double click on any set name or ‘standard document’ to open it and select milestone and document from left side documents to add in right ide documents. Click on ok.

Now in any loan file, you can go to efolder-> file manager and click on add new document from document sets and select that document name.

Now it will come and you can drag files to that document name.

You may also like...

Popular Posts

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.