Newcourse Communications

Understand how Document View replaces DOCVIEW and helps you find stored documents.

Document View overview

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

How to search for documents

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

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

Use operators such as is equal to and ends with to refine Document View searches.

How to use search operators

Expand Advanced Data Selection to filter Document View or Job Processing results more precisely.

How to use Advanced Data Selection

Open a document from Document View and download it when available.

How to view or download a document

Select multiple documents in Document View and download them together in one ZIP file.

How to download multiple documents as a ZIP

Understand how long documents are available in ncConnect Document View.

Document retention and repository clients

Marlaya Peace

Resources for auditable production and regulatory mailing requirements

Finding & Downloading Documents

Create a custom design with text, images, and links

Website

ncConnect

LinkedIn

eMail

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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