New Enhancements Now Available:
Copy Documents to Another Loan
Users can now select multiple documents from a loan's document list and copy them to another loan belonging to the same borrower. A new "Copy Documents" action appears when documents are selected, opening a modal that displays the selected files and a searchable list of the borrower's other loans (matched by SSN). Document metadata including type, upload date, and uploader information is preserved during the copy. Access is controlled through a dedicated CopyDocumentsToAnotherLoan permission claim.
