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.