Document Stacks are a time-saving FinanceVault feature that lets you send a bundle of frequently used templates to a client. The contents of a document stack are the individual document requests called Document Category Templates. You can edit our existing Document Category Templates or create your own to add to stacks. This article shows you how to add a new document category to an existing document stack.
You can also add new document categories when creating a new document stack. Click here to learn more.
Contents
Prerequisites
Opening FinanceVault
Adding a Document Category Template
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Prerequisites
None.
Opening FinanceVault
- From within any lead or deal card, click FinanceVault to open the document request portal.
The portal page displays.
Document Category Templates must belong to a Document Stack.
Go to the TEMPLATES pane and search for a document stack.
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.
Adding a Document Category Template
Fill in the fields. (see below)
Click Add Document.
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.
Related articles
Edit FinanceVault Doc Category Templates
Configure Additional FinanceVault Settings
Hide Documents from the Client in FinanceVault