Document Types

Document types help classify files for search, review, and reporting. CDM supports types such as:

• General Document.
• Photo.
• Inspection Photo.
• Loan Document.
• Signed Loan Document.
• Income Verification.
• Insurance Certificate.
• Property Document.
• Work Plan Document.
• Contractor Document.
• Compliance Document.
• Funding Source Document.
• Bid Document.
• Change Order Document.
• Task Attachment.
• Client Upload.

Sources

Source identifies how the document entered CDM. Common sources include: