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.