Doc Category Template is a fancy name for a document request you send via FinanceVault to a client. Payslips, Identification, and Contract of Sale are three examples of doc category templates. When you join BrokerEngine, your account includes a number of pre-built doc category templates. You can use the templates as is or customise them.
This article shows you two customisation options:
update a doc category template that can be sent to all future clients, and
edit a doc category template that will be sent to one specific client.
You can also create a doc category template from scratch. Click here to learn more.
Contents
Prerequisites
Know how to create a lead or deal card.
Opening FinanceVault
Locate a lead or deal card and then double-click the name. The card displays in full view mode. Select Overview > DealDash. Go to the FinanceVault widget and click the arrow. The FinanceVault page displays.
Editing a file for all future clients
Use the search bar to locate the document stack that contains the file you want to edit. Select the stack. Click the EDIT button.
BrokerEngine opens the Edit Doc Stack window. Locate the file to edit, hover the mouse on the filename, and click the pencil icon.
The Edit Document Category page displays. Update the information and then click Save Changes. After the page closes, click Save.
BrokerEngine closes the Edit Doc Stack window and displays the stack files in the TEMPLATES pane.
Editing a file for a specific client
This step shows you how to edit a template in a document stack for one specific client and not change the file in the stack.
Use the search bar to locate the document stack that contains the file you want to edit. Select the stack. Click the REQUEST ALL button.
BrokerEngine moves the stack files to the DOCUMENT REQUEST pane. Locate the file you want to edit, hover the mouse on the filename, and click the pencil icon.
The Edit Document Category page displays. Update the document and then click Save Changes.
Click the Review Request button at the bottom of the page and complete the steps to send the document request to the client.
Related articles