Processor's Toolkit (PTK) makes it easy to create condition placeholders, which you can later replace with the final document to upload. This workflow would go as follows:

Step 1

At the Main Menu, select "Tools" > "Add New Conditions". This will create a folder inside the current loan folder named "conditions-[date]", where [date] is the current date in the Month.Day.Year format. If a folder by this name already exists, it will be added to, instead of a duplicate folder being created. A window will open requesting information on the new condition:

Step 2

Next, enter reference information for the conditon placeholder. To more easily sort and find by number, condition numbers will always convert to a 3-digit format, adding leading 0's if necessary. Then add any condition text to use as a reference. Click "Save & Create New" to save the current placeholder and reload the window. Click "Close" to close the current window without saving the entered information.

Viewing Loan Conditions

Internally, PTK creates a text file to represent a loan condition. As you add the conditions documents, it is recommended you rename them using a similar scheme, with a 3-digit number identifying the condition number it matches to. This makes uploading the conditions much faster when matching the condition number with the document. As you add requested documents to the conditions folder and delete the placeholders created in the previous steps, your condition folder should begin to look like the below. Conditions will automatically highlight in red, documents in green. Once all requested documents have been added to the folder (ideally, only green files), you can follow the steps to upload (see Uploading at the naviation bar above).