Importing Financial Statement PDFs

The Import Documents step of the import wizard enables you to import pdf copies of customer financial statements from the MARQ™ portal into Lending Cloud.

To Import Financial Statement PDFs

1. Select the check box for each financial statement pdf that you want to import. (Files for this example are identified by arrows in the above image).

2. Click the Save button.

  The system imports the selected financial statement pdfs into the MARQ Documents > Financials folder in DMS (Attachments).