Importing Documents for Individuals Who are Guarantors

The import wizard enables you to import documents for an individual who is a guarantor into DMS (Attachments). You can import documents when importing a new customer, or when updating a customer record that already exists.

   Note  Lending Cloud and DMS (Attachments) support the creation of folders with names based on the naming structure of files and folders on the MARQ™ portal. This helps to
    ensure continuity between the portal and Lending Cloud when you import documents. Also, continuity in the naming of folders makes it easier to locate individual files.   

To import documents for guarantors

You begin the process for importing documents for an individual who is a guarantor on step 2 of the import wizard. For this example, a guarantor and the documents are imported at the same time.

      Take the following steps to import guarantors and their documents:

1. From step 2 of the import wizard, select the check box for each individual for whom you want to import documents.

2. If needed, select the appropriate option from the Entity Type, General Information Model, and Entity General Information Model drop-down lists.

3. Click step 5 on the import wizard.

    The Import Documents page appears. The documents for the selected individuals appear under the Related Entities heading.

4. Select the check boxes for the documents that you want to import.

5. Click the Save button.

The system imports the selected individuals and documents. Lending Cloud creates a stand-alone customer record for each guarantor and adds the documents to the DMS (Attachments) MARQ Documents folder for the appropriate customer record. The system creates folders with names based on the naming structure of files and folders on the MARQ™ portal.