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.

  1. Click on the Deal
  2. Click on the Document tab
  3. Click on the request
  4. 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.

  1. Click on the Deal
  2. Click on the Document tab
  3. Click on the Document request
  4. 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.

  1. Click on the Deal
  2. Click on the Document tab
  3. Click on the Document request
  4. 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

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