FirstBank OnBoarding Manual - Flipbook - Page 165
EFOLDER COLUMNS
eFOLDER COLUMNS
• If you work on a loan file and documents are later added, changed, or removed from the eFolder, it’s not always
easy to determine what has changed without manually reviewing the entire eFolder.
• This document shows you how to add a “Last Attached” or “Updated” column to your eFolder so you can quickly
see changes without digging through each bucket.
• Open a loan and navigate to the eFolder.
• Right click on one of the columns.
• Click Customize Columns.
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Onboarding Manual
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