Managing documents in Finmo is easy. Hiding an upload is useful if a borrower uploads an incorrect file, or it's something you don't want included in the final downloaded PDF package.
Keep in mind, we only download unhidden files with approved statuses when converting for a PDF.
How to hide an uploaded file
- Open the desired document request
- Click the eyeball icon (with a line through it) and the file will be stored as a hidden file
- You can bring the hidden file back at anytime by clicking Hidden Files, then clicking the eyeball icon.