Skip to main content

How to search for documents

Search Document View to find stored documents by loan number or other criteria.

M
Written by Marlaya Peace

Before you start

Open the Document View tab. You must enter search criteria before results will load.

Search for a document

  1. Choose the field you want to search by. The default option is usually Loan Number.

  2. Select the search operator, such as is equal to or ends with.

  3. Enter your search value.

  4. Press Enter or select the search icon.

  5. Select a result row to view the document.

Tips

  • For 10-character loan numbers, enter all 10 characters for best performance.

  • To search by the last digits of a loan number, use the ends with operator.

  • The numbers in the list header indicate sort order.

Did this answer your question?