Overview
The Template Docs settings allow for you to make various configuration changes to your pre-loaded template documents, collections of documents, and follower settings.
Among these settings, you'll have access to sort your template documents.
Template documents in Floify are reusable document requests that can be applied to any loan flow upon creation, added as a one-off request after the flow has been in progress, and can be used in your document quick packs for streamlined document management.
How to Set Up
From your loan pipeline, navigate to Settings and select the Template Docs tab:
Scroll down to the Template Documents section:
Existing template documents can be sorted by dragging and dropping a specific document into the appropriate location in the list:
You can also search for a specific template using the search bar located at the top of the section:
