Add a New Document: Upload a
Document
Path: Setup
> Documents > Add a New Document > Upload a Document
This section explains how to upload
an existing HTML document to set up a new loan agreement or contract. While the
system uses HTML, you don't need to be an HTML expert. You can create your
document in any standard editor on your PC and then upload it.
It's crucial to set up a loan
agreement document for each loan product you
offer.
Steps to Upload a New
Document
- Click on Add New
Document.
- Click on Upload a
Document.
- Provide the following details:
- Name: Enter a
descriptive name for your document (e.g., "Standard Loan
Agreement").
- Type: Select
the appropriate document type (e.g., "Loan
Agreement").
- Language:
Choose the language in which the document will be
generated.
- Enabled:
Select this checkbox if the document should be active and available for
use.
- Select File:
Click Browse to locate and select the HTML file you wish to
upload from your computer.
- Click the Upload
button to upload the document to the system.
Buttons
- Save: Click this
button to save the document and its settings to the database.
- Cancel: Click
this button if you don't want to save the document and wish to return to the
previous screen.