NetLoan - Uploading & Attaching Loan Documents
UPLOAD CONTRACT DOCUMENTS & OTHER FILES
Use Case: NetLoan can capture and associate any relevant documents or contracts related to a loan and store/link to the loan record
STEP BY STEP PROCESS
- During initial loan creation or in edit mode of any existing loan record, select the Documents subtab
- Press the New File button to upload contracts or other files that you would like associated with the loan to the NetSuite file cabinet or press the Attach button to attach a file that already exists in the file cabinet to the loan.