Working with Documents

All relevant Lender documents inclusive of General Instructions, Preliminary Report/Request for Funds, Standard Charge Terms and Final Report are provided in the Documents tab.

From this tab, you can manage the documents required when processing a file. Documents are generate in Word or PDF format.

The objective of this section is to present all the functions available for the processing of the documents linked to the files.

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† To access Documents

1.	Click Documents at the top of the main page.

2.	The Documents page is displayed.

About Documents

Generating Documents

Displaying Generated Documents

Opening Documents

Deleting Documents

Completing PDF Documents with Form Fields

Importing Preliminary and Final Report Documents