How to Install the XDoc Printer
First you will need to download the XDoc Printer located at: Xdoc print driver from MortgageMachine
When you click on the link, you will be prompted to save the file.
Click the Save Button
Right click on The Open Folder Button.
You will see a folder with a zipper on it. Right click on the folder and select Extract All
When the Extraction Wizard populates, click Next through the screens until you reach the end, then click Finish.
Double click the MAM-SchmidtPrinter, then the PrinterClient, and then the XDOC-PrintClient.exe, then Run
After you have completed the install, you will see 2 new Printer ICONS when you go to print a form. XDOC and XDOC-Color.
Uploading to Xdocs
You can Drag and drop from XDoc View – You will need to click on View XDoc on the home screen. Just drag and drop. You will then label accordingly and click Submit.
You can also upload a Single document, or Multiple documents at a time.
Click on File to upload, click on File and click Open. Choose the document type and Submit.
To upload multiple files – You will select the file and drag and drop your file. Click Select File, click on File and click Open.
You can also choose to have an email notification for the docs uploaded. Click on Email notifications.
What to Upload to Xdocs
Paystubs – Upload all pay stubs for each borrower together
VOE’s – All VOE’s for each borrower uploaded together
W2’s – All W2’s for each borrower uploaded together
Tax Returns – separated by year (remove cover pages, worksheets etc.)
Bank statements – All statements for each account to be uploaded together with most recent on top
EX – 2 months checking together, 2 months savings together
Labelling – use the description field to identify documents