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How to add a new attachment?

This article discusses how to add a new attachment.

To add a new attachment:

  • In any record in The Mortgage Office®, click on Attachments in the navigation panel located on the left of the window.
  • Click export New from the options available in the top panel.
  • Drag and drop files into the New Attachment Assistant or click the Browse button to upload files from your computer.
  • Enter the following information:
    • Tab. Select an attachment tab from the drop-down list. 

TIP: Click on the Tab hyperlink to edit the tabs.

    • Attachment Description. Enter up to 255-characters as a description for the attachment.
    • Click OK OK to import the file or CANCEL Cancel to abort.
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