Sending Attachments with a Checklist: DocTitle Attachments, Shared Folders, Document Library

Sometimes you need to send a document to your borrower through your checklist. This can be done in two ways: Attachments and DocTitle Attachments

1. You can send Attachments out via your Checklist. These can be files saved on your local or bank drive, stores in Shared Folders, or the Document Library
   1. Have your file(s) stored in one of the acceptable locations: Your computer drive, accessible bank drive, Document Library, or Shared Folders
   2. Start to send your Checklist
   3. Under Attachments, select from the following:
      1. Additional Attachments (you will upload files from your computer/network drive
      2. Shared Folders (upload files from this Checklist's Shared Folders)
      3. Document Library (upload files that have been uploaded to your system's Document Library - this will need to have been done by an admin)
         
         
2. You can also send documents specifically-tied to a DocTitle in your Checklist, as a DocTitle Attachment. 
   1. Upload the document you would like to send to the DocTitle (or documents to the DocTitles)
   2. Start to send your Checklist 
   3. Under Attachments, select "DocTitle Attachments." 
      1. If a file has been uploaded to a DocTitle and can be attached, you will see it listed next to a Checkbox
   4. Check the boxes for the Documents you would like to send as DocTitle attachments
   5. When the recipient views their Checklist, they will have the option to download the file sent as a DocTitle attachment