How to Manage a Document in SphereLOS
Step-by-step guide to viewing documents, using the toolbar, and performing Document Operations.
Accessing & Viewing Documents
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In the loan file, go to Documents in the left menu.
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Click the folder to expand and view the documents inside.
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Click the preview thumbnail or document name to open in a new tab.
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PDF/Word/JPG usually open directly, depending on browser settings.
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Excel files must be downloaded to view.
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Using the Document Toolbar
On the right side of each document, you’ll see three buttons:
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Download — Save a copy of the file.
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Edit (pencil) —Opens the Manage Document view: left panel with General Information and Document Operations tabs; full PDF viewer on the right.
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Lock — Prevent further changes to the document.
Update General Information
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Click Edit > General Information (left panel).
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Update Document Name, Folder Type, Effective Date, Conditions, Labels, Notes if needed
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Click Save at the top left to apply your changes,
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Click Finalize Document to lock, or Delete Document to remove.
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Advanced Editing: Document Operations
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Click Edit > Document Operations.
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Choose an Action Type (e.g., Move Pages, Copy, Delete, Reorder, Rotate).
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Enter the Page Range (required) — examples: 1, 2-4, 1,3,5-12 (use commas to separate pages; hyphens for ranges).
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Complete New Document Data — Document Name, Type (Folder Type), Effective Date; optionally Conditions, Labels, Notes.
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Click the Action Type button (e.g., Move Pages) to apply changes.
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Click Close (top right) to exit and return to the Documents list.
Quick Troubleshoot — PDF Not Displaying
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File type: Only PDFs preview in-browser. Excel files won’t display—download to view.
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Browser settings/permissions: Enable in-browser PDF viewing; allow pop-ups, redirects, and third-party cookies for the LOS site.