Documents

Overview

Create and manage document templates for automated document generation throughout the lending process.

What You'll Configure

Component	Purpose
Document Templates	Templates with merge fields for automated generation
Template Variables	Dynamic data insertion points
Product Associations	Optional linkage to credit products

Configuration Guides

Document Templates

Create document templates with merge fields for automated generation.

What you'll configure:

• Document template content

• Merge fields (variables) for dynamic data

• Template testing with sample data

• Optional product associations

What requires SDK configuration:

• Document types and their definitions

• Document requirement rules (which documents are required when)

• Generation triggers and conditions

• Validation and signing workflows

Time to complete: 1-2 hours per template

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Prerequisites

• SDK team has configured document types and generation triggers

Related Operations

Once configured, see how documents are used in operations:

• Documents (OPS - Origination) - Managing documents during application processing

Next Steps

After configuring documents, proceed to:

• Notifications - Configure notification templates

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For additional support, consult your implementation team.