When you login to Simpology Manager, you can go straight to the Supporting Documents Module. ie you don't have to get there by first opening Loanapp.
The Supporting Documents Module allows you to access and manage any and all Supporting Docs checklists you have, across all of your applications.
How do I get to the Supporting Documents Module from Simpology Manager?
There are two ways you can get to the Supporting Documents Module when you have logged in to Simpology Manager:
Accessing Supporting Documents via the Menu Ribbon
To get to Supporting Documents via the Menu Ribbon, go to Solutions/Application Processing/Supporting Docs:
When you navigate to Supporting Documents from here, you will land in the Module, but because you had not specified a particular application to be working on, it will be 'empty':
You can use the Search functionality to find the application that you want to work on, by scrolling through the applications or typing in the name/App number:
When you select an application, the Supporting Documents Module will populate with the checklist for that application:
Accessing Supporting Documents via the Application Record
You can also get to the specific Supporting Documents checklist for a specific application by finding the application on your application grid, and then clicking through via the controls on the record.
Here I have searched/filtered my apps to find the application for Clinton, and I can get to the Supporting Documents control by clicking on the three dots on the record:
When I click on the three dots, I get all of the click through controls available to me for that application:
When I click on Supporting Docs, I am taken to the Supporting Documents Module and the checklist for that specific application:
Remember I can use the dropdown in the Supporting Documents Module if I want to go to a different checklist.
For further detail on how to use the Supporting Documents functionality, please click here.