> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/getting-started/portals-and-roles/action-finder.md).
# Action finder
Find the button for a task on each portal screen, with what it does and the page that explains it.
Use this page to find the button for a task. Buttons are grouped by portal and screen. Each row names the button as it appears on screen, what it does, and the page with the full steps.
Your role and your organization's configuration decide which buttons you see. See [Portals](/commercial-lending/getting-started/portals-and-roles.md) for who uses each portal: [FI Staff](/commercial-lending/getting-started/portals-and-roles/fi-staff.md), [FI Admin](/commercial-lending/getting-started/portals-and-roles/fi-admin.md), [Partner](/commercial-lending/getting-started/portals-and-roles/partner.md), and [Borrower](/commercial-lending/getting-started/portals-and-roles/borrower.md).
## FI Staff portal
### Dashboard and applications
| Button | What it does | Learn more |
| --------------------------------- | -------------------------------------------------------------------------------------------------- | --------------------------------------------------- |
| **+ New Application** | Opens **Start a New Application**, where you choose **Upload Application** or **Fill Out Online**. | [Dashboard](broken://pages/4vVejF60nZP80Zj6NxTp) |
| **View Applications In Progress** | Opens the list of started but unsubmitted applications. Resume, review extracted data, or delete. | [Applications](broken://pages/HlkkNFhKVf67h4lJZGgG) |
### Customers and entities
| Button | What it does | Learn more |
| ------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------ |
| **+ Add Entity** | Opens **Create New Entity**. The fields depend on the entity type you choose. | [Customers](broken://pages/ZwxXWKZFvA7ruMYMvCmC) |
| **Create Entity** | Saves the entity and opens its Customer detail page to complete the remaining fields. | [Customers](broken://pages/ZwxXWKZFvA7ruMYMvCmC) |
| **Add Contact** | Adds an officer, signatory, or primary contact to the entity. | [Customer detail](broken://pages/lp8TRR4VPR1efgmkHBY7) |
| **Add Property** | Adds a property to the entity, or edits one in **Edit Property**. | [Entity page](broken://pages/8e85q76D0mvxqBTjiLnp) |
| **Add Entity Debt** | Adds a debt, or edits one in **Update Entity Debt**. | [Entity page](broken://pages/8e85q76D0mvxqBTjiLnp) |
| **Add Reports** | Adds a report to the entity's **Reports** area. | [Entity page](broken://pages/8e85q76D0mvxqBTjiLnp) |
| **Run UCC search** | Starts a UCC lien search for the entity. | [Search and review UCC liens](broken://pages/uF6ecgSWJLHMnwGIkCeZ) |
### Documents and ingestion
| Button | What it does | Learn more |
| --------------------- | ---------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------- |
| **Upload Documents** | Opens **Bulk Document Upload**. Select **Upload** to send the files. | [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw) |
| **Confirm Documents** | Saves the category, entity, and requirement you picked for each document in **Classify Documents**. | [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw) |
| **Re-trigger** | Classifies a document again. | [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw) |
| **Delete Document** | Starts deletion. The dialog first checks for dependent data. | [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw) |
| **Fetch from source** | Reads every connected source and records new deals without creating anything, so you can review each deal first. | [Packet ingestion](broken://pages/vm6jDFgxCFelX2MgZJe1) |
| **Trigger Ingestion** | Runs the Packet Ingestion Agent on a deal. **Trigger all** runs it on every waiting deal. | [Packet ingestion](broken://pages/vm6jDFgxCFelX2MgZJe1) |
### Underwriting and generated documents
| Button | What it does | Learn more |
| --------------------------- | ----------------------------------------------------------------------------------------------- | ------------------------------------------------------------------- |
| **Sync** | Pushes spread totals to the Income Statement. Select it again after you correct synced data. | [Step 2: Financial review](broken://pages/kkYXTbfCczAyWBTPNVfY) |
| **Recalculate** | Rebuilds an Aggregate after a ticked source changed (the amber dot). | [Set the aggregate and layout](broken://pages/sprlkMl91v93tIXxnUUB) |
| **Create Section** | Adds a credit memorandum section with the name you enter. | [Credit memorandum](broken://pages/ZUFSQDiPM4ZEzh3CxukR) |
| **Generate Section** | Has the agent write the section content and build a widget view. | [Credit memorandum](broken://pages/ZUFSQDiPM4ZEzh3CxukR) |
| **Generate Preflight Memo** | Starts the preflight memorandum for the application. | [Preflight memo](broken://pages/M1OREYduLb3mYn5D3Cll) |
| **Regenerate** | Opens **Regenerate with Agent?**. Confirming re-composes every section and replaces your edits. | [Closure document](broken://pages/caGnKNXFsjHr6wvPFkFg) |
| **Refresh** | Pulls fresh counts on the covenant dashboard. | [Covenant dashboard](broken://pages/ExVPio48FQTH6aqK84f0) |
## FI Admin portal
These buttons are in **Settings**. See [FI Admin](/commercial-lending/getting-started/portals-and-roles/fi-admin.md) for who can open each section.
| Button | What it does | Learn more |
| ---------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------- |
| **Add Member** | Adds company users to a team. | [Teams](broken://pages/qUOKam8sH7K9kBUTAWwa) |
| **Update Lender** | Saves the organization record. **Save Settings** persists configuration more broadly. | [Lender configuration](broken://pages/886ce80631ffbdde72d2b29690fd86ac56f76607) |
| **Create Role** | Creates a custom role. It is enabled once you select at least one permission. | [Manage roles](broken://pages/7RchPvdUMlzZu0wte1oH) |
| **Clone** | Starts a new role from an existing one. | [Manage roles](broken://pages/7RchPvdUMlzZu0wte1oH) |
| **Generate Export** | Creates a training data export. | [Data export](broken://pages/EqNW72MeXZTMzXiWzLws) |
| **New Report** | Adds a report to the Reports Registry. | [Reports registry](broken://pages/5shKmH547uwFQPRAXMeS) |
| **New Model** | Starts a risk rating model. | [Create a model](broken://pages/GP9yvsYUy6NMVUnE1fi5) |
| **+ Create New Stage** | Adds a stage that isn't in the system set, on a product's **Stages** tab. | [Stage library](broken://pages/4PveN1iaQNWf3DYcviYt) |
| **Add Reason** | Adds a disposition reason on a product's **Dispositions** tab. | [Dispositions](broken://pages/WI6lxGgPoedKBzRT29Yb) |
| **Bulk Publish** | Publishes every product of the companies and product types you choose, in one action. | [Bulk publish](broken://pages/WkKyleT3Qmdv5Cit29Ma) |
## Borrower portal
| Button | What it does | Learn more |
| --------------------------- | ------------------------------------------------------------- | -------------------------------------------------------------------- |
| **Sign In** | Signs in with email and password. | [Sign in and create an account](broken://pages/mkKRbcxw2KtsLFxqODFM) |
| **Email me a sign-in link** | Sends a sign-in link by email. Links expire after 15 minutes. | [Sign in and create an account](broken://pages/mkKRbcxw2KtsLFxqODFM) |
| **Upload Documents** | Opens **Bulk Document Upload** for requested documents. | [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw) |
## Partner portal
| Button | What it does | Learn more |
| ------------------------------------------ | ------------------------------------------------------------------------------------------------ | ------------------------------------------------------------ |
| **Start Form →** | Starts a guided application, section by section. | [Dashboard](broken://pages/0IY20GUQJd0dosv5Gusp) |
| **Upload & Extract →** | Extracts application data from a handwritten or printed form. | [Dashboard](broken://pages/0IY20GUQJd0dosv5Gusp) |
| **+ New Customer — Enter Details in Form** | On **Select Customer**, creates the customer while you start the application. | [Create an application](broken://pages/R3oJmIG1WljtOWWbf718) |
| **Save Changes** | Saves edits made in **Edit Application Data**. **Cancel** discards them. | [Agent intake](broken://pages/qmEhgu8ZnAbfImnBWW81) |
| **Complete Application** | Opens **Review & Accept Disclosures**. Accept the required disclosures to continue to documents. | [Agent intake](broken://pages/qmEhgu8ZnAbfImnBWW81) |
| **Upload Documents** | Opens **Bulk Document Upload** for the deal. | [Submit documents](broken://pages/ZjYoa4LFTWpf6caragmp) |
## Account menu
Every portal has an account menu with **Change Password** and **Logout**. See [Change password](broken://pages/xf4hxvalIbakHpRhY3ud).
***
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Maintained by Abhishek Paul
AI-assisted, human-approved
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---
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