Adding Internal Documents

Complete the following steps to add an internal document to an existing account.

1. Select Setup > System Setup > Documents.
   The Documents screen appears.
   

   

   
   
2. Select Add New.
   
   

   

   
   
3. Enter the title of the document in the Name field.
4. Enter the location of the document in the File field.
   Tip Use Select to browse for a document.
5. Use the following information to determine the correct parameters to enter.

   Properties

   Always Display

   Select this check box to link the document to all product types.

   Phase

   Allows you to determine at which phase a document appears in Loans in Process > Doc Manager. The available options are Application, Closing, or Both. The field defaults to Both.

   Number of Copies

   Allows you to define how many copies of a document are generated in the Doc Manager node in Loans in Process.

   Fillable

   Select this check box only if the document is truly a fillable PDF. When you upload a fillable PDF without selecting the Is Fillable option, the system automatically selects the option so Doc Manager can recognize the document as a fillable PDF.

   Tip When the Is Fillable option is selected, the Default option is available for the document on the Internal Documents tab. When you select Default, the PDF document appears and allows you to enter information in the fillable areas. After you enter the appropriate default information for the document, select Update to retain the information for the Doc Manager node.

   Duplex Enable

   Allows you to define if the document can be duplex when printing. This option is available in Doc Manager when the user has access to the Duplex option, which is determined in Administration > Security > User Management.

   Available in Quick Docs

   Select this check box to display the document in the Quick Docs toolbar option.

   Watermark

   Print Original

   Determines if the original watermark is printed on the document. The setting in this field defines which pages contain the watermark.

   • None of the pages
   • Each page
   • First page only
   • All but first page

   Print Copy

   Determines if the COPY watermark is printed on the document when multiple copies are printed. The setting in this field defines which pages contain the watermark.

   • None of the pages
   • Each page
   • First page only
   • All but first page

   Barcode Options

   Print Barcode

   The Print Barcode field is automatically selected for available documents if the Barcode Options section appears. You can clear the field if the barcode is unnecessary.

   Form ID

   This is a required, five-character field. For all standard WKFS documents, both dynamic and static, if the barcode functionality is supported, this value is hardcoded and cannot be modified.

   Note When printing the barcode on a document, the Form ID is used as the first field in the barcode. This is also used as the Form ID in Synergy when creating templates.

   Note This section only appears when the Print Barcode field is selected in Administration > Institution Settings > General Tab.

6. Select Save & Upload to save the document.
   Note The document can be edited through the selection of the Edit icon.
   The internal document is added to the Existing folder.