Use the conditions tab in the eFolder to create, track, and clear conditions for a loan.
You can associate electronic documents with each condition. You can also access the electronic files assigned to the documents to easily access and view related information as you track, manage, and clear the condition. A condition with associated documents will display a document icon in the Documents column. Associated documents with file attachments will display a document icon with a paper clip.
To assign a document from the condition details window:
Click the appropriate conditions tab.
Select a condition on the list, and then click the Edit icon to open the condition details window.
In the Supporting Documents section, click the New icon to assign a supporting document to the condition.
When the Assign Documents window opens, select a document from the list and click Assign.