Doc List Tab

Generating Documents

Documents can be generated by clicking Create or Recreate. Click Clear to delete all created documents.

Tip Documents are generated when Setup > System Setup > Documents > Forms Vendor Docs > Edit > Phase is set to Application, Closing, or Both, and the transaction information is applicable to the specific document.

Four types of documents can be created:

Dynamic Document (D) - Dynamic documents expand and contract based on previously entered information.
Static Document (S) - Static documents are formatted in a specific manner for recording purposes, such as an application for title.
Internal Document (I) - Internal documents are bank-defined PDFs linked to loan types established in System Setup.
Expere Document (E) - Expere® documents are produced from the Expere® engine.

Note Regenerating documents in Doc Manager is required when related information is changed in Loans In Process.

OnBoard Loans cannot print blank documents for Dynamic or Expere documents. OnBoard Loans can print blank documents for Static documents.

You have a choice for selecting additional internal documents or forms vendor documents through the appropriate tabs.

You can select additional internal documents or vendor documents through the appropriate tabs.

Note The custom Credit Life Insurance document is located under the Add Forms Vendor Doc tab when more than one credit life insurance company exists. This form appears in the document listing when only one company is established.

Navigating the Doc List Tab

The following options are available on the Doc List tab:

Additional Information: The Additional Information icon, under the DDC (Dynamic Data Capture) column, indicates that additional information is required. After entering all information, select Update to print.
Duplex Printer Available: The Duplex Printer Available option ensures that documents are generated duplex-ready when viewed as PDFs. For documents to print duplex, the Duplex printer available to the user field must be selected in Administration > Security > User Management for the user, and the Duplex Enable option must be selected for the document in Setup > System Setup > Documents. The check box in the Duplex column in Doc Manager is available for selection when the Duplex Enable option is selected for a document in System Setup.
Print: The Print icon appears when document information can be viewed or printed. You can print multiple documents by selecting a check box for each document and then selecting the Print button.
Zip: You can email a document package by clicking Zip. Review documents before emailing them. Encryption security is the responsibility of the bank and is highly recommended.

Note All documents in a list can be emailed or printed by selecting the Select check box at the top of the screen. Once selected, click Print or Zip to print or email a list.

After entering additional information or after documents have been reviewed or emailed, the icon appears in the Addl. Data and/or Viewed columns. The DDS column indicates documents that were selected through the DDS program.

The value in the No. of Copies column defaults from the setting in the Number of Copies field in Setup > System Setup > Documents. You can change this default value in Doc Manager, if needed.

Non-Printable Documents

A range of non-printable documents are provided within the OnBoard program. However, Wolters Kluwer Financial Services (WKFS) does support these documents. These documents can be excluded on the Setup > System Setup > Documents > Forms Vendor Doc tab. When excluded, these documents do not appear in Doc Manager.

Barcode Information

Refer to the Barcode Information table to identify where the barcode prints for all documents in OnBoard Loans.

On Doc - The barcode prints on the first page of the document.
Separator - The barcode prints on a separator page.
Not Printed - WKFS does support the barcode.