Path: Setup > Documents > Edit Document

This section explains how to modify existing loan agreement documents or contracts. The document editor works in HTML format, but you don't need to be an HTML expert. You can simply type and format your document as you would in any other editor on your PC.

Remember, you must set up a loan agreement document for each loan product.

Steps to Edit an Existing Document

1. To open a document for editing, double-click on its name in the list of existing documents.
2. After making your desired changes, save the document to apply them.

Buttons

• Save: Click this button to save your changes to the database.
• Cancel: Click this button if you don't want to save your changes and wish to return to the previous screen.