Attachment Categories

Attachment categories organize documents into groups for easier management. Attachments display on the Attachments tab when viewing a Transaction Summary.

Note: For Help information about attachments, select Attachments.

Adding a Category

Select Attachment Categories under Vanceo Mortgage in the left pane.
Select .
Enter a name for the category.
Select Add.

Deleting a Category

Select Attachment Categories under Vanceo Mortgage in the left pane.
Select for a category and select Delete.
Select Delete.