Use the Attachments grid to add, view, delete, and export client-related documents and files. The grid is designed to enable you to manage electronic documents very quickly and with a minimum number of steps.
To access the attachments grid:
- Click on
Loan Servicing in the left-hand navigation panel of The Mortgage Office®. - Scroll down to Loans, and underneath select All Loans.
- From the grid, select the record you want to modify.
TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the All Loans screen and use the page-scroll bar to find the record, or click the Find box 
at the top-right-hand side of the screen to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.
- Double-click on the loan or choose
Edit from the menu choices at the top of the screen. - Chose
Attachments from the menu panel at the left. - Below is a list of available functions:
| Button: | Description: |
 |
Click to upload and add a new document to the file. |
 |
Click to download and view the selected document. |
 |
Click to delete the selected document. |
 |
Click to edit the document's Properties. |
 |
Click to email the selected document. |
 |
Click to edit (add, rename, or delete) the attachment tabs. |
 |
Click to refresh the attachment list. |
TIP: For additional information see How to use the data grids.
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