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.