Purpose

Record-level Documents tabs and panels show documents linked to the record you are currently working in. This keeps staff focused on the file materials for the client, property, loan, work plan, contractor, funding source, or work item.

Common Record Locations

Documents can appear from:

• Client record.
• Property record.
• Loan record.
• Work Plan record.
• Work Item record.
• Contractor record.
• Funding Source or Program record.
• Escrow workspace documents.

Work Plan and Work Item Documents

Work Plan document views may include Work Item documents. When that option is enabled, the table can show a Linked To column so staff can see which specific work item a document belongs to.

What Staff Can Do

From a record-level Documents panel, staff can:

• Upload documents to the current record.
• Search within that record's documents.
• Preview a document.
• Open or download the file.