***This feature requires the user to have Admin permissions/rights***
You may access the Admin panel by clicking the "Dashboard Quick Menu" icon
to reveal the "Settings" option as shown below:
Output Documents may be generated, pre-populated/auto-populated, with the details specific to the loan application being processed.
This component is accessible by clicking
from the top navigational pane of the admin panel or by clicking
from the dashboard icons displayed. This will render the screen below, displaying all the functions available within the documents management component.
tab from the Documents Management page.
The editor below will be rendered allowing the user to create a template for the specified output document.
Title: Key in the title of the document template to be created.
Output Document Types: Select from the list of available document types.
Link Products: Select the loan products for which this template should be used.
Multiple loan products may be selected or check the "Select All"
option to add this template for all loan products.
Use the editor to add content for the template.
To add client specific details, place the cursor at the position (in the document) where the information is needed, click # and select the placeholder(s) to be used, or click the "Insert HashTag" button as seen below
to complete the creation of the template. The Table for that output document type will be updated with the newly created template with the options to edit or delete same.