Jupiter

How to review document uploads and mark them with the correct status

How to move documents between document requests or borrowers

How to manually upload a borrower's documents

documents, borrower portal, document request

How to set up smart docs

How to request documents from borrowers

How to create, edit, duplicate or delete a custom document request

Why files and documents cannot be deleted in Jupiter

What types/formats of documents can be uploaded to Jupiter?

upload, categorize, search, store, download, archive loan documents

How to organize loan documents

Marnie George

Joe Tomkins

Document collection

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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