Customizing and Uploading Document Templates

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 document into then click Choose.

4. For Loans-Compliance Folder, an additiona drop-down will appear where you can select the document type - Credit Guide, Credit Proposal Disclosure, Provision of Referral Services or Quote

5. Once Upload is finished, your document will appear in Documents>>Merge Templates.