Documents

The Documents node consists of the Internal Docs, Forms Vendor Docs, Forms Vendor Docs (Expere), Upload Logo, Uploading Imaging Cabinet/Types, jhaID Scan, and Quick Doc Folders tabs.

Refer to the Expere Forms Document Settings to open a document with information about settings for Expere® forms.

Internal Docs: The Internal Docs tab allows users to add internal or custom PDF documents to the OnBoard system. This tab is the default when the Documents screen appears.

Forms Vendor Docs: The Forms Vendor Docs tab provides a list of all WKFS (Wolters Kluwer Financial Services) documents contained in the OnBoard system. Even though changes are allowed, WKFS establishes the default document settings for optimal printing. Logos, Watermarks, and Imaging fields can be added without affecting the overall WKFS document settings.

CAUTION

It is necessary, with a WKFS release, to select the Update Documents button to update, add, and/or remove Forms Vendor documents.

There are three types of forms.

Dynamic - A dynamic form provides for the creation of documents which expand and contract based on loan criteria.
Static - These documents are in a set format and do not expand or contract. Static forms can be printed from this tab. An organization must be selected when selecting the Print icon.
Non-Printable - These documents are suggested with a complete loan packet. However, they are not currently provided by WKFS. For example, an appraisal is listed in the document transaction but no form is provided. The non-printable documents can be excluded from the transaction list.

Upload Logo: The Upload Logo tab allows users to upload one custom logo into the OnBoard system. Files must be in .jpg format. The logo size cannot have a height greater than approximately 1.5 inches. Once a logo is added to the system, it can be added to dynamic forms under the Forms Vendor Docs tab.
Upload Imaging Cabinet/Types: The Upload Imaging Cabinet/Types taballows users to upload images for later use.
jhaID Scan: The jhaID Scan tab allows users to customize ID scan settings by selecting an image cabinet, document name, and the ability to upload to Synergy. This tab also allows users to add a new scanner or select from a list of existing scanners.
Quick Docs Folders: The Quick Docs Folders tab allows users to access Quick Doc files.