Missing details in my Credit Proposal Disclosure

The documents that you generate from inside an Opportunity (Credit Proposal, Preliminary Assessment, etc) all draw information from the Opportunity and transfer it through to the document. If your Credit Proposal Disclosure brings through <<tags>> where you would expect Opportunity details, it's likely there is some data missing in the Opportunity. 

Common cause: No product or advisor assigned to the Product section of your Opportunity

1. The most common cause of this is that there is no Product or Advisor assigned to the Details or Product section of your Opportunity.

2. If the data is entered correctly, submit a Helpdesk ticket and we can take a look for you.