This article will show you how you can delete a request document, hide a document that a borrower(s) has already uploaded, and archive a document request with documents
Delete a Document Request
Deal a Document Request that the borrower(s) hasn't uploaded documents too yet.
Click on the Deal
Click on the Document tab
Click on the request
Click 'Delete Request'
Hide Documents
Hide a Document that the borrower(s) has uploaded so that it's not visible, and it's not part of your PDF Download.
Click on the Deal
Click on the Document tab
Click on the Document request
Click the eye icon beside the document that you want to hide
You can also uncover hidden documents by scrolling down to Hidden Files and click on the cross out eye icon to bring it back to Files.
Archive Documents
If the borrower(s) has already uploaded documents to a Document Request, you can not delete it but, instead, archive the request.
Click on the Deal
Click on the Document tab
Click on the Document request
Click 'Archive'
If you need to bring this back into view, click 'Unarchive Request'.
Should you need more help please click on the in-app chat button or email support@finmo.ca