Editing Static Forms - Forms Vendor Docs

Complete the following steps to modify state forms using the Forms Vendor Docs option in OnBoard.

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

   

   
   
2. Select Forms Vendor Docs.
   A list of established documents appears.
   

   

   
   
3. Select the Edit icon next to the document to be edited.
   Fields within the Properties and Watermark sections appear.
   

   

   
   
4. 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.

   Available in Quick Docs

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

   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.

   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.

5. Select Save to save the changes.
   Selecting Restore Defaults restores the original defaults.