Add New Forms

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 custom forms.

 

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 option to Add New Form:

 

 

 

 

This will take you to our form builder. Give your form a name, description, and select the template document category you'd like it to be placed into:

 

 

 

 

You'll see a blank box on the right hand side. This is where you will add in the form elements:

 

 

 

 

On the left hand side, you will see all of the elements available:

 

Note: There are 3 types of elements sorted here: Input, Radios/Checkboxes, and Select. The Rendered option shows you an HTML version of your form:

 

 

 

 

Drag and drop the elements from the left hand side into the box on the right to add them to the form:

 

Note: Elements will show up as you have them listed there in one column by default.

 

 

 

 

To edit the elements, click on them directly. You can then update the following fields:

 

• Group Name - This allows you to label and group your elements. It is not required.
• Label Text - This allows you to enter a label for the field itself.
• Placeholder - This allows you to display text to let the borrower know what to input as a placeholder.
• Radios/Checkboxes - This allows you to select values for each radio/checkbox.

Additionally, you can choose if you want to hide the label or make the field required. Make sure you select Save to confirm the changes:

 

 

 

 

To delete an element you added by mistake, simply drag it out of the box on the right and let go to remove.

 

To rearrange elements, simply drag and drop above or below another element.

 

Once you are done adding elements, make sure you select Save above the box to confirm your changes:

 

 

 

 

You will be able to see a preview of your form here as it will display to your borrowers:

 

 

 

 

Adding Columns and Rows

Additionally, you can create groups in your form to give it a cleaner look as this will allows to create multiple columns and rows. A group will create a row with a certain number of fields that you can then use to generate columns. In the Input section on the left, you'll see a Start of Group element that allows you to start a group. Drag and drop this on the right to start the group:

 

 

 

 

Click on the field and select an ID/Name (this is just a name for this group) Label Text (this is what will display), Help Text (this inserts some instructions at the start of the group), and select the number of columns to display:

 

 

 

 

Continue adding your elements as you normally would. To end the group, select the End of Group element and drop this over to the right after your elements:

 

 

 

 

 

Click on the field and select an ID/Name (this is just a name for this group) Label Text (this is what will display), Help Text (this inserts some instructions at the start of the group), and select the number of columns to display:

 

 

 

 

Keep in mind anything placed between a Start Group and End Group element will make up a row of these elements.

Once you are done adding elements, make sure you select Save above the box to confirm your changes:

 

 

 

 

You will be able to see a preview of your form here as it will display to your borrowers:

 

 

 

 

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