Upload a complete loan package and separate the pdf into individual loan documents.

1. Loan Folder --> Loan Folder Actions Menu --> under Trio, click Add Documents.

2. Select "Loan Package" in the Document Type drop-down menu. Upload or fax documents into the Trio Folder.
   

3. To open the Loan Package document, click on the Separate Document icon in the Loan Folder.
   

4. Designate which pdf pages correspond to which document types.

5. To help visually distinguish between the multiple document types, click on the Pages icon on the pdf below.

6. To add more document types, click Add More.
   
   Note: Click the "x" next to the document to delete it.

7. Click Finish/Separate Document.
   

8. The separated documents and the original Loan Package appear in the Trio Folder.
   
   

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