Folder Actions | Document Actions

The Audit Trail displays all Trio Folder Actions and Document Actions performed on a loan. Comments added during the Deliver to UW process and/or when the UW completes the file review are also displayed here. Viewing the history of a document or the Trio folder can help pinpoint troubleshooting issues.

1. Click Audit Trail in the Trio Actions menu.
   

Folder Actions

1. The Folder Action section in the Audit Trail lists all actions taken on the Trio folder. Actions can be sorted by clicking on the column header.

   • Date: Trio folder actions are listed in chronological order with the most recent actions at the top of the list.

   • File ID: Identifies the file number.

   • Done By: Lists who initiated the action.

   • Action: Describes what was done. These actions typically describe folder status/changes and e-mail notifications.

   • Description/Details: Provides more information about the action. Information might include to whom/where a loan was delivered, e-mail addresses to which notifications were sent, any comments associated with those e-mail notifications, and how the folder changed status (e.g., from Pending to In Folder).

   

   For example: Joe Originator, the loan officer, created and delivered the loan on 7-25-07 to the underwriter. Three Folder Actions were recorded:

   1. The Trio folder was created.

   2. An e-mail notification was sent to the lender at Trio_Investor@mgic.com when...

   3. The Trio folder was delivered to Demo Mortgage for underwriting.

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Document Actions

1. The Document Actions section (found below the Folder Actions section on the Audit Trail screen) lists all actions taken on each document within the Trio folder. Actions can be sorted by clicking on the column header.

   • Date: Document actions are listed in chronological order with the most recent actions at the top of the list.

   • File ID: Identifies the file number.

   • Done By: Lists who initiated the action.

   • Action: Describes what was done to the document, including how it was added to the Trio folder (e.g., Browse, Fax, or Automatic), and changes in document status (e.g., Created, Received, etc.).

   • Document ID : Identifies the document number.

   • Document Type: Lists the document type. See the document type glossary for definitions.

   • Description/Details: Provides more information about the document, including the document type and any optional document descriptions typed in when adding a doc or editing document info.

   

   For example: Joe Originator, the loan officer, uploaded a Credit Report to the Trio folder. Two Document Actions were recorded:

   1. The Action shows that the Credit Report was browsed for, and the status changed to Created.

   2. The next Action shows that the Credit Report was successfully uploaded, and the status changed to In Folder.
      

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