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Search by loan number, date loaded, file name, job ticket, or product

Choose the right Document View search field for the information you have.

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Written by Marlaya Peace

Overview

Document View lets you search using different fields depending on what information you have available.

Available search fields

  • Loan Number: Best when you know the exact loan number.

  • Date Loaded: Useful when you know when the document was loaded.

  • File Name: Useful when tracking documents from a specific file.

  • Job Ticket: Useful when matching documents to a job.

  • Product: Useful when reviewing documents for a specific product.

Recommended approach

Start with the most specific field available. Loan Number is usually the fastest and most precise option.

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