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Home > Administration > Document Storage: Adding Sort Codes
Document Storage: Adding Sort Codes
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Site Administrators can customize the Document Storage Sort Code options.

To add/customize document storage categories:

 

  • Click on Administration
  • Click on Reference 
  • Click on Documents
  • Click on Document Types
  • Click on the green +Add 
  • Click on Save after completing the fields.  

 

NOTE for Site Administrators

 

SBA LENDING:  If adding and/or editing Document Types for 504 and/or 7a loan types please be sure to map your Doc Storage codes to the proper ETRAN fields/buckets. 

 

NON-SBA LENDING:  Non 504/7a loans do not need to be mapped and can skip the 504/7a category mapping step.

 

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