Loan contract documents

Loan contract documents provide a complete record of all documents associated with a loan contract.

On the Loan contract documents page, you can add new documents, view existing ones, or delete them.

Add loan contract documents

  1. From the content menu, select Documents.

  2. On the Contract documents page, click New document.

  1. The New contract document modal opens.

  2. Select the file type from the dropdown menu, choose the file from your computer, and then click Save.

View loan contract documents

To view existing loan contract documents, follow these steps:

  1. From the content menu, select Documents.

  2. The Contract documents page opens, showing all added documents.

Delete loan contract documents

To delete existing loan contract documents, follow these steps:

  1. From the content menu, select Documents.

  2. On the Contract documents page, find the document you want to remove and click Delete.

  1. The confirmation modal opens.

  2. Click Yes to confirm the deletion, or No to cancel.

Last updated

Was this helpful?