Customising and Uploading Document Templates (ACL holders)

While we provide templates to make your life easier, ACL holders are able to use their own documents.

How do I customise a document template?

You can easily customise one of our preloaded master templates. To do this:

1. Open the Admin app and select Documents from the main left-hand menu.
2. Navigate to the Merge Templates tab in the top menu.
3. Highlight the relevant template and click the Download
   Note. If you use the Download icon in the document preview window on the right-hand side, you will only download an uneditable PDF document.
4. Edit the downloaded document and save. For instructions on how to use Document Merge Fields, click here.
5. Once your changes are made, click +Add to upload it.
6. The Add Document window will open. Click Browse to choose your document and then click Open.
7. Select the Folder to upload the document and then click Choose.
   Note: If you select the Loans-Compliance folder, an additional drop-down will appear where you can select the document type - Credit Guide, Credit Proposal Disclosure, Provision of Referral Services or Quote.
8. Once the upload is finished your document will be ready for use.