--- title: How to edit a document in Loan Origination? description: This part of the documentation discusses how to use the Microsoft Word add-in to customize a document in Loan Origination. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-customize-letters-in-lo#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en) 3. [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#system-administration) October 9, 2026 # How to edit a document in Loan Origination? ## This part of the documentation discusses how to use the Microsoft Word add-in to customize a document in Loan Origination. NOTE: This article assumes that you already have downloaded the Microsoft Word add-in. Click **[here](https://help.themortgageoffice.com/knowledge/how-to-dl-word-add-in?hsLang=en)** for instructions on how to do that.  ### To customize a document in Loan Origination: - Click on ![loan origination folders icon](https://help.themortgageoffice.com/hs-fs/hubfs/loan%20origination%20folders%20icon.png?width=14&height=15&name=loan%20origination%20folders%20icon.png) **Loan Origination** from the menu on the left panel of The Mortgage Office®. - Click the **System Administration** drop-down. - Click the **Document Maintenance** drop-down: ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-53-17-9299-PM.png) - Click **All** or click the **loan product** the document belongs to from the drop-down list. The options are:  - CA Hard Money - CA Note Sale - US Private Lending - Canadian Residential - In the Document Maintenance grid, **select** the document you want to edit by clicking on it. - Click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/edit.png?width=15&height=15&name=edit.png) **Edit:** **![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-54-10-5360-PM.png)** - **Change** the information in the Document Details assistant, using information in the table below: ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-59-04-3728-PM.png) | **Field:** | **Description:** | | --- | --- | | **Active ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png)** | Check this option to **display** the document or uncheck to **hide** it. | | **Product Name** | Select the **loan product** this document belongs to from the drop-down list. TIP: This field is only enabled if you selected All Products from the Toolbar; otherwise, the product is selected and the field disabled. | | **Technology** | At this time **Mail Merge** is the only option for technology to use to generate the document. | | **Template Name** | Enter the **name** of the document here. | | **Description** | Enter a **description** for the document. (Maximum of 255 characters) TIP: The document's description is used throughout the system for identification and when selecting this document for printing. | | **Show Dialog** | Select the **dialog window** that displays before printing this document. The options are: - **None** - No dialog window is displayed. - **Borrowers** - Displays a list of all borrowers in the loan and allows you to select one or more to print. - **Lenders** - Displays a list of all lenders in the loan and allows you to select one or more to print. - **Properties** - Displays a list of all properties in the loan and allows you to select one or more to print. - **Encumbrances** - Displays a list of all encumbrances in the loan and allows you to select one or more to print. - **URLAs**- Displays a list of all applicants in the loan and allows you to select one or more to print. TIP: The dialog window is used when the document applies to a collection, and you may want to print the document for one or more members of the collection. For example, a borrower type document where you may want to print it for a single borrower, selected borrowers, or all borrowers in the loan. | | **Copies** | Enter the default number of **copies**. TIP: For example, you are required to provide 2 copies of TILA's Notice of Right to Cancel to each borrower in the loan. Therefore, enter 2 for this document to print the required number of copies by default. | | **Notes** | Enter any document **notes** you need to explain the use or purpose of this document. | - Once you've changed the information in the Document Details assistant, click ![download-solid small-png](https://help.themortgageoffice.com/hs-fs/hubfs/download-solid%20small-png.png?width=15&height=15&name=download-solid%20small-png.png) **Download.** **![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-59-37-7804-PM.png)** - **Open** the document that was downloaded to your computer. TIP: You may have to open your file explorer and the Downloads folder to **access** the downloaded document.  - **Watch the video below for a walk through of the steps above:** ### Use the Microsoft Word add-in to **add** or **change** fields: - Use the **Fields Dictionary** in The Mortgage Office® to find the field you want to add into the document or click the ![wrench](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/wrench.png?width=15&height=15&name=wrench.png) **wrench** within a loan form to show the field IDs for each field within the form: - - Fields Dictionary: ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-43-30-7529-PM.png) TIP: The Fields Dictionary is found under the **System Administration** drop-down, which is under the **Loan Origination** drop-down.  ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-09-05-38-5724-PM.png) - - Loan form: **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Sep-19-2023-08-13-23-6758-PM.png?width=656&height=230&name=image-png-Sep-19-2023-08-13-23-6758-PM.png)**   - **Copy** the Field ID from the Fields Dictionary or the loan form and **paste** it the **Field ID box** in the Word add-in, in the ribbon at the top of the Word document: ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-46-24-0433-PM.png) TIP: You are able to add **custom fields** to the document. To do this, enter "**UDF\_custom\_field**" using underscores for any spaces, into the Field ID box. For example: if the custom field is "Bank Name", you would type the field: "**UDF\_Bank\_Name**" into the Field ID box then press **Insert Field**.  - **Format** the Field ID, though this is optional. ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Sep-19-2023-08-46-44-7190-PM.png?width=175&height=110&name=image-png-Sep-19-2023-08-46-44-7190-PM.png) - Click **Insert Field** to insert the Field ID: ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-48-11-0838-PM.png) NOTE: The process above can be used to **add new** Field IDs to a document like described above, or to **replace** Field IDs within a document; just select the current Field ID and insert the new Field ID over the current one using the process above.  - Once you're done customizing the document to your liking, **save** the document to your computer: ![](https://help.themortgageoffice.com/hubfs/image-png-Sep-19-2023-08-48-52-4342-PM.png) - In The Mortgage Office® Document Details assistant, under the **Upload Here** section, click **Browse:** **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Sep-19-2023-08-50-25-3322-PM.png?width=555&height=431&name=image-png-Sep-19-2023-08-50-25-3322-PM.png)** - Browse your computer & find the document that you **customized** and **saved** to your computer. - **Select** the document and click **Open** or **double click** the document to attach it to the Document Details assistant for uploading: ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Sep-19-2023-08-51-34-6712-PM.png?width=379&height=313&name=image-png-Sep-19-2023-08-51-34-6712-PM.png) ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Sep-19-2023-08-52-09-2051-PM.png?width=387&height=76&name=image-png-Sep-19-2023-08-52-09-2051-PM.png) - Click ![save button](https://help.themortgageoffice.com/hs-fs/hubfs/save%20button.png?width=68&height=23&name=save%20button.png) **Save** to save the customized document to The Mortgage Office® or **Cancel** to abort the changes. - **Watch the video below for a walk through of the steps above:**     - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - 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