You have the flexibility to move incorrectly uploaded documents between requests and borrowers to make sure you organize documents into the correct request and borrower assigned.
How to move a document or document request
1. Open the existing loan in Jupiter.
2. Click on "Documents" from the left menu
Screenshot: Displays the Documents section of a loan, showing document requests organized by borrower under For your review, Requested, Needs attention, and Loan officer accepted.
3. Select the document you would like to move.
4. In the “Actions” dropdown, click on the "Move file" option.
Screenshot: Displays the Actions dropdown for a document, showing Rename file, Move file, Download, and Discard options.
5. Select the document request and/or borrower you want to move the document to.
6. Click “Move”
Videoclip: Shows a file being selected to open its pop-up, the Actions dropdown being clicked and Move file selected, then a destination being chosen from the Move file to dropdown and Move being clicked.
7. The document will now move to the selected document request and borrower. Click on the document request in the new borrower's section and mark that request as "Accepted"
Screenshot: Displays a document request pop-up with files added, and the Accept, Needs attention, and Archive Request options, with an arrow pointing to Accept.
Note: If the document you want to move is not in an active document request, you must create a new document request first.
8. You have the option now to mark the original incorrect document request as "Needs attention" to prompt the borrower to upload the correct document, or you can delete that original request if you don't need it anymore.
Screenshot: Displays a document request pop-up with files added, and the Needs attention option circled alongside the Accept and Archive Request options.
Note: If you have already accepted a document, you will need to "Undo accept request" before you can move it. Then, you may follow the same steps outlined above.
Should you need help, please contact us by clicking the chat bubble in the app or email support@jupiterlos.com.