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Create a Document Category Template

  • Updated

Document Stacks are a time-saving FinanceVault feature that lets you send a bundle of frequently used templates to a client. This article shows you how to add a new document category to an existing document stack.

Last updated: February 2026 · FinanceVault

In This Article

  1. Opening FinanceVault
  2. Adding a Document Category Template

Step-by-Step Guide

 

Step 1 — Opening FinanceVault

  1. From within any lead or deal card, click FinanceVault to open the document request portal. 

The portal page displays.

Tip: Document Category Templates must belong to a Document Stack.

  1. Go to the TEMPLATES pane and search for a document stack.
  2. Locate a stack and then click the EDIT link.

BrokerEngine displays the EDIT DOC STACK window. Click the ADD DOC CATEGORY link. A new window displays.

Step 2 — Adding a Document Category Template

  1. Fill in the fields. (see below)
  2. Click Add Document.
  3. Click Save.

Filling in the fields

  • Document label - Give the document a unique name. You and your client can see this name.
  • Body - Add instructions for the client.
  • Request Type - Normally, select General or the name of the product integration that you will be using with the document.
  • When Due - Click the field and select a stage option.
  • Shared With - The field is pre-populated with two merge fields (Primary Applicant and Co-Applicant). To change the parties, click the field and select one or more options on the drop-down menu.
  • Attachments - Upload one or more documents.

After you click Save, BrokerEngine adds the document to the stack.

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