Read-Only Loan Access Plugin
Click here to downloadRead-Only Loan Access Plugin allows you to set which users should open loan in "Read-Only" mode after specific milestones. It is the same Read-Only mode as you get when you open a loan locked by someone else. In this Read-Only mode, users will be able to use forms and even change values. However, they will not be able to save the loan thus potentially changing what they should not.
An Admin Management form is provided so you can set up users or personas for Read-Only access specific to your company workflow and compliance. Admin form displays summary of settings and has a button to launch management UI:
Management UI allows to manage 3 configuration sections as explained below:
When loan is opened in Read-Only mode, user sees the following message, and the Loan Save button becomes disabled:
