To customize your document templates:
1. Download the Master template from Admin>>Documents>>Merge Templates
Note: If you use the Download icon in the document preview window on the right hand side - you'll only download an un-editable PDF document.
2. Edit downloaded document and save. For instructions on how to use Document Merge Fields, click here .
To Upload document:
1. Click Add
2. Click Browse to choose document then click Open.
3. Select Folder to upload the document then click Choose.
4. For Loans-Compliance Folder, an additional drop-down will appear where you can select the document type - Credit Guide, Summary of Requirements & Credit Proposal Disclosure, Provision of Referral Services, or Quote
5. Once the upload is finished, your document will appear in Documents>>Merge Templates.