Add New Template Documents

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 add new 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:

Select the Add New Doc button:

Enter a document name, select the appropriate document category, and determine if you'd prefer the borrower to upload a document or simply acknowledge receipt:

You can also provide an optional document description or attach a sample or blank document if you'd like. Make sure you select Submit once done to create the template:

Additionally, you can Add New Template Questions, Add New Custom Forms, Add New DocuSign E-Signature Documents, or Add New Floify E-Signature Documents if the format is more applicable:

Note: You do need to have an e-signature integration set up (DocuSign or Floify E-Sign) in order to set up e-signature requests.

Success! The template document is now available to request on any loan flow, add to a quick pack, or add to the automatic doc requests.