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How To: Download Conditions in Bulk
How To: Download Conditions in Bulk

How to download all pending conditions at one time (for a single loan)

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

Step One: Inside the loan, click on Conditions.

Conditions

Step Two: Once you get into Conditions, make sure all conditions you want to download are marked as Accepted. They need to be accepted for this to work...
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There are three ways to mark the conditions as Accepted.

Option One: Click on the dropdown arrow, click Accepted.

Dropdown-1

Option Two: Click and hold the three lines on the far right of your screen, this will allow you to drag and drop your condition into Completed section.

ConditionsGif-1

Option Three: First click on Files.

Files-1

A box will pop up after clicking on Files. Under Condition Status click on the drop down menu and choose the Accepted status. Click Done.

conditionstatus

Step Three: There are several ways to approve a document.

Option One: The first way to approve a document is by clicking the status icon to bring down a dropdown menu.

StatusIcon

From the dropdown menu, select Accepted.

AcceptedCondition

Option Two: Click on File in the same row as the condition you want to accept.

ConditionFile

After clicking File a box will pop up, under Condition Status click the dropdown menu and select Accepted.

ConditionBoxAccepted

In the top right corner of the pop up box, click Done.

ConditionDone

Option Three: For this option, simply click and drag the three stacked lines icon on the far right side of the chosen condition, to the Download All Documents section.

ConditionsGif-1

You should now be able to download documents in bulk!


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