Path: Setup > Documents

This section guides you through configuring various document types within the system.

Document General Settings

When setting up a document, you'll specify the following general details:

• Document Name: Give your document a short, descriptive name (e.g., "Loan Agreement").

• Type: Select the document type from the dropdown list. This classification determines its purpose and how it functions within the system.

  • Budget Form: Used to print a questionnaire form for clients to complete their income and expenses.
  • Client Detail: For setting up a general client detail document.
  • Credit Enquiry Consent Form: For setting up a form to obtain consent for credit inquiries.
  • Credit Protection Insurance Agreement: For configuring CPI agreements for providers like ASPIS, Kepler, 1Surance, and others.
  • Letter of Demand: Used to set up an "In Default Notice."
  • Loan Invoice Instalments: This is for setting up the primary loan agreement document.
  • Loan Quotation: For documents generated during the loan application phase. You'll need to enable quotation generation in the loan product setup.
  • Standard Conditions: For setting up terms and conditions that print along with the loan agreement.
    • If you select the "Print Standard Conditions" checkbox on the client's profile, these conditions will automatically generate with a new active loan agreement.
  • NCR Form 39...: For setting up South African NCR (National Credit Regulator) documents.
    • These reports require specific setup and can be accessed under Reporting > Management > Regulator.
  • EnDO Receipt / EnDO Mandate: If MaxCollect is enabled and configured, you can set up the EnDO Mandate Document using "EnDO Receipt" as the Document Type. It will automatically generate if a loan's payback type is EnDO Receipt when you create a new active loan.

• Language: The available languages are determined by the country your entity operates in. For RSA Form 39 documents, always select English.

• CSP: Select the CSP (Customer Service Point) when setting up an EnDO Mandate.

• Loan Product: Select the relevant loan product. Each loan product generally has its own loan agreement, allowing for customized documents per product. You do not need to select a loan product when setting up NCR Form 39 documents.

• Enabled: If this checkbox is selected, the document will be available for use throughout the system.

• Use Master Document: Select this checkbox if your document setup should use a pre-defined master document from MAXMONEY.

• Master Document: If "Use Master Document" is selected, choose the specific master document MAXMONEY should use. The list of available master documents is filtered by the selected Document Type.

Document Editor

The document editor operates much like a standard word processor.

• Icons: Hover over the various icons in the editor toolbar to see their tooltips (e.g., Cut, Copy, Paste, Bold, Italic, Numbered List, Bulleted List, Left Justify, Centre, Font Size, and more).
• Typing/Editing: Click within the white space of the editor to place your cursor and begin typing or editing your document.
• HTML documents: If you have HTML source code, click the Source icon: "<>", paste your code into the editor, and then click the Source icon again to render and display your document.

Document Groups and Merge Fields

• Choose Document Group: This dropdown displays a list of available Token (merge field) groups. These groups contain predefined data fields that can be inserted into your document to automatically pull in client, loan, or entity-specific information when the document is generated.

  Standard groups include:

Group	Description	Documentation
Branch	MaxMoney -> Setups -> Branch	Branch
Client	MaxMoney -> Client Administration -> Search for a Client -> Edit Client	Client
Client Preferred Payback Bank Account	MaxMoney -> Client Administration -> Search for a Client -> Edit Client -> Banking Tab -> Add/Edit Bank Account	Client Preferred Payback Bank Account
Credit Protection Insurance Agreement	Redundant. Replaced by GLP.	Credit Protection Insurance Agreement
Employer	Employer -> Search for an Employer -> Edit Employer	Employer
Employer Pay Point	MaxMoney -> Employers -> Search for an Employer -> Pay Points -> Edit Pay Point	Employer Pay Point
General	It will display the name of the person to whom the letter is addressed if it was entered	General
Global Loan Protection	Credit Insurance (GLP). Client Administration -> Search for a Client -> New Loan	Global Loan Protection
In Default	Client Administration -> Search for a Client -> New Loan	In Default
Legal Entity	Setup > General	Legal Entity
Loan Agreement	Client Administration -> Search for a Client -> New Loan	Loan Agreement
MAXUP	Value Add Products. Setup > MAXUP and under the client's profile.	MAXUP
Payback Instruction	Payback Instruction (Client Bank Details)	Payback Instruction
RealPay	Setup > MaxCollect > General	RealPay
Reference (Client Reference)	Next of Kin / Beneficiaries. MaxMoney -> Client Administration -> Search for a Client -> Edit Client > References	Reference
Settlement	MaxMoney -> Client Administration -> Search for a Client	Settlement

• When you select any of the NCR Documentation Types, the "Document Groups" dropdown will update to only show groups and tokens relevant to that specific NCR document type. This is crucial for creating accurate NCR reports, which are then used by the Regulator report.

• Insert Merge Fields from here: This displays the list of tokens (merge fields) for the currently selected group. To include dynamic data, place your cursor in the document where you want the information to appear, then select the desired token. When the document is printed, the system will automatically populate these fields with the captured data.

Buttons

• Save: Click this button to save all information and changes you've made to the document.
• Cancel: Click this button to discard any new information or changes and return to the previous screen.