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Adding a Fact Find Template to Document Stacks (Classic Fact Find)

  • Updated

Learn how to select and apply a Fact Find template in the FinanceVault document stacks for the Classic Fact Find.

Last updated: February 2026 · FinanceVault

Important: This article is only applicable for Fact Find Classic users. There are no templates to select for the Latest Fact Find.

In This Article

  1. Open FinanceVault
  2. Select a Fact Find Template

Step-by-Step Guide

Step 1 — Open FinanceVault

  1. Open any lead or deal.
  2. Click to open the FinanceVault Client Portal.

 

Step 2 — Select a Fact Find Template

  1. On the Document Stack Templates, search for Fact Find.
  2. Click Online Fact Find to open the document category template.
  3. Click the Pen Icon next to the Request Type dropdown.

Click Use Template on the template you would like to select.

 

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