How to Upload a Document to SphereLOS (Manual Upload)
This guide shows how to quickly add one or multiple documents to a loan file.
Upload Checklist
Before uploading, make sure your files meets these requirements:
- File size: 200MB or less
- Supported Formats: PDF, Word (.doc/.docx), Excel (.xls/.xlsx), JPG, PNG
- You can upload folders or individual files
- ZIP files are not supported — unzip before uploading
- Password-protected files are not supported — remove the password before uploading
- Word and image files are automatically converted to PDF
- Excel files are not converted — download required to view once uploaded
How to Upload Documents
Steps:
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In the loan file, click Documents from the left menu.
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Click the green plus button or Add New Document at the top.
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Drag and drop one or multiple files into the upload box, or click Select File(s) to choose from your computer.
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Review or update:
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Document Name
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Folder Type
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Effective Date (if applicable)
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Underwriting Condition (if available)
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Labels or Notes (optional)
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Click Save. The document is now stored in the loan file.
Troubleshooting Upload Issues
If you see an error like:
- File too large:
- The file may be over 200MB
- or in an unsupported format
- PUT error: The PDF may be low quality—try reprinting it to PDF or ask your IT team for a compression tool