Doc Category Template is a fancy name for an individual document request you send to a client. Payslips, Identification, and Contract of Sale are three examples of doc category templates. When you join BrokerEngine, your account includes a number of pre-built doc category templates. You can use the templates as is or customise them.
This article shows you two customisation options:
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update a doc category template so that the changes will be applied to all future clients, or
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edit a doc category template so that the changes will just be applied one time to a specific client.
You can also create a doc category template from scratch. Click here to learn more.
Contents
Prerequisites
Opening the FinanceVault portal
Editing a doc category template for all future clients
Editing a Doc Category Template for a specific client
Related articles
Prerequisites
None.
Opening the portal
- From within any lead or deal card, click FinanceVault to open the document request portal.
Editing a doc category template for all future clients
Use the search bar to locate the document stack that contains the file you want to edit. Select the stack. Click the EDIT button.
BrokerEngine opens the Edit Doc Stack window. Locate the file to edit, hover the mouse on the filename, and click the pencil icon.
The Edit Document Category page displays. Update the information and then click Save Changes. After the page closes, click Save.
BrokerEngine closes the Edit Doc Stack window and displays the stack files in the TEMPLATES pane.
Editing a Doc Category Template for a specific client
This step shows you how to edit a template in a document stack for one specific client and not change the template in the stack.
Use the search bar to locate the document stack that contains the file you want to edit. Select the stack. Click the REQUEST ALL button.
Or, move the templates individually to the centre pane.
BrokerEngine moves the stack files to the DOCUMENT REQUEST pane. Locate the file you want to edit, hover the mouse on the filename, and click the pencil icon.
The Edit Document Category page displays. Update the document and then click Save Changes.
Click the Review Request button at the bottom of the page and complete the steps to send the document request to the client.
Related articles
Create a Document Stack
Add a Doc Category Template to FinanceVault