Editing Dynamic Forms - Forms Vendor Docs

Complete the following steps to edit an existing form using the Forms Vendor Docs node.

Select Setup > System Setup > Documents.
The Documents screen appears.
Select the Forms Vendor Docs tab.
A list of established documents appears.
Select the Edit icon next to the document to be edited.
Fields within the Properties, Layout, Margins, Logo, and Watermark sections appears.
Use the following to determine the correct parameters to enter.
Properties
Style

Cannot be changed.

Originated

Cannot be changed. This field always defaults to WKFS.

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.

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.

Do Not Use

Allows you to restrict the selection of documents in Doc Manager. When you select the Do Not Use field, the document cannot be selected in Doc Manager, and the Dynamic Data Capture (DDC), print, and zip options are not available.

Bypass DDC
Allows users to bypass the DDC on certain forms.
The following documents still require users to update the DDC manually, due to the calculations involved:
- FNMA Transmittal Summary (VMP25N)
- Uniform Residential Loan Application (VMP-21N(CA))
- Uniform Residential Loan Application (VMP-21N(OH))
- Uniform Residential Loan Application(VMP-21N)
- Universal Credit Application
- Universal Credit Application - Real Estate
- Universal Credit Application - Real Estate WOGM
Note This feature is intended to be used on documents in which the DDC data is defaulted from entries in the transaction or the DDC fields are not typically used. If generating a particular document results in an error, it is recommended to clear the Bypass DDC check box.
Layout

Base Font

Selections are Serif and Sans Serif.

Base Font Size

Selection is from 7 to 14.

Crunch Factor

Determines the level of the font compression.

Paper Size

Four sizes are provided.

Orientation

The options are Landscape or Portrait.

Margins

Top

Determines the top margin of the document.

Bottom

Determines the bottom margin of the document.

Left

Determines the left margin of the document.

Right

Determines the right margin of the document.

First Page Top Only

Yes/No field to establish whether the first page uses the top margin setting.

Logo
Print Logo
Determines which pages include the institution's logo. Four options are available:
- None of the pages
- Each page
- First page only
- All but first page
Logo Location
Determines where the institution's logo prints on the page. Four options are available:
- None
- Top left
- Top center
- Top right
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
Imaging

eSign Enable

This check box allows the image to be used for eSign.

Imaging Cabinet

Allows the user to select the required Image Cabinet value.

Imaging Document Type

This option allows users to select the document type after the imaging cabinet is selected.
Select Save to save the changes.

Note Selection of Restore Defaults restores the original default settings provided by WKFS.