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Adding a Document to a Template

Once a document is tested and working, add it to your loan template so it’s available on every new loan created using that template.

 Add the document to a template

  1. Click Templates in the left navigation.
  2. Click the blue link for the template you want to update.

  1. Go to Manage Template > Document Selection.
  2. Drag the document or group from the left column to the right column.
  3. Click Apply.

Important: Templates only affect loans created after you change them. To add the document to an existing loan, use Manage Template > Document Selection on that loan. 

Tips

  • Add groups instead of single documents where you can. It keeps the list short.
  • If you update a document later, you don’t need to re-add it to the template. Replacing it in Document Maintenance is enough.