Create or Edit Template Document Categories


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 manage and create template document categories so that you can keep your template documents sorted with the specific loan flow.


How to Set Up

From your loan pipeline, navigate to Settings and select the Template Docs tab:






Scroll down to Template Documents Categories and select Manage Template Documents Categories:






Add a New Template Document Category

Select Add Category at the bottom of the screen to add a new category to your list:






Enter the category name and select Save to confirm the change:






Edit an Existing Template Document Category

To edit existing template document categories, select the pencil/paper icon towards the right of the category name:






Edit the category name and select Save to confirm the change:






To delete an existing template document category, select the trash can icon towards the right of the category name:






Success! Existing categories will now be available to select from when editing existing template documents or adding new template documents.



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