Enhancement to Borrower's Needs List and DocVault: Hiding Documents*

Overview

Release 6.1.1000 provides Admin users with the ability to hide certain documents from the Document Type drop-down menu in the document review window that appears when a document is uploaded in the Borrower's Needs List or the DocVault. This allows users to streamline the document review process by removing unnecessary options from the available list, such as vendor- or system-generated documents.

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Configurations

There are no new configurations or privileges required to use the functionality described in this article.

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Document Admin Page 

This new page allows Admin users to hide and unhide documents from the Document Type dropdown on the Review Documents flyout found in both the "Borrower's Needs List" and "DocVault" pages when documents are uploaded. Each currently-hidden document type is listed on this page. 

Adding Documents to the Hidden List

1. Log in to oPOS/TPO with Admin privileges
2. Open the Admin+ menu 
3. Select Document Admin under General Settings

4. Open the Document Type drop-down menu and search for the document that should be hidden

5. Select Add

6. At the bottom of the page, select Save

Once a document type has been added to the hidden list, it will no longer appear in the Document Type field within the "Review Documents" window when classifying documents. 

If an expected document does not appear in this menu, make sure that it is not configured to be hidden. To remove a document from the hidden list and have it appear in the Document Type menu again, select next to the corresponding document in the hidden list.

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Acceptance Criteria

Use Case #1 - Admin Screen

• VERIFY: Privilege is required to access the admin UI
• VERIFY: Hidden documents list by default
• VERIFY: User can add documents to list and they are hidden in the Document Type dropdown as expected
• VERIFY: User can remove documents from list and they are no longer hidden in the dropdowns as expected

Use Case #2 - Import system document with hidden type (ie: Credit Report)

• VERIFY: Document is viewable in the Document Review screen
• VERIFY: Document classification displays correctly in document viewer

Use Case #3: Upload document to BNL item which is linked to hidden document

• VERIFY: Document is viewable in the Document Review screen
• VERIFY: Document classification displays correctly in document viewer

Use Case #4: Open Document with Hidden Type and Accept without changing type

• VERIFY: Document is viewable in the Document Review screen
• VERIFY: Document classification displays correctly in document viewer
• VERIFY: User can accept document
• VERIFY: Document classification remains unchanged

Use Case #5: Open Document with Hidden Type and Change to New Type

• VERIFY: Document is viewable in the Document Review screen
• VERIFY: Document classification displays correctly in document viewer
• VERIFY: User can change classification
• VERIFY; User can save document with new classification
• VERIFY: When the user re-opens the document the new classification remains and the original classification is not displayed in the dropdown.

Use Case: Valid To Date is passed on Open Document error 

• Open a document
• VERIFY: Document opens without an error

Corresponding Feature #415237