What do the icons in the ACTIONS column do?

There is an ACTIONS column in the Pipeline which allows you to perform a variety of convenient and quick actions on a loan file.

Pipeline view

ACTIONS Column

Let's reference the above image starting at the top and going left-to-right:

1. "Edit Pencil" icon opens the loan file.

2. "Eye" icon opens the loan file in view only mode.

3. "Notes" icon - hovering over the icon allows you to view the most recent 25 notes while clicking the icon allows you to add a note to the loan file. 

4. "Upload File" icon allows you to upload documents to the loan file and assign them to the appropriate Required Docs containers. 

5. "Tasks" icon allows you to assign a Task to an employee or client with a Due date and Reminder date. 

6. "Star" or "Favorites" icon will prioritize these files to appear at the top of the "Most Recent" tab in the Dashboard.