1. First, ensure you have a mortgage entered manually or synced through LLC in the mortgages tab.

2. Then, navigate to the documents tab. You will see that there is now a folder called mortgage: and the mortgagee's name.

3. Clicking on the mortgages folder, you will see a list of documents that now correlate to that specific mortgage.

4. You can now click on the document to edit, pdf or export to word!

Next step: Practice