Learn how to add this visual representation of a loan structure to your client reports.
Contents
Prerequisites
Know how to create and open a proposal template and create a funding position.
Opening a diagram
Open a deal in full view mode.
Go to the left hand side menu and click Strategy then Funding Position.
Click the Funding Diagram button on the right hand side.
A pop up box will open, displaying the Finding Diagram for your Deal.
Export this image as a PDF via the button, or use a screen shot tool to take a snippet.
Copying the diagram
Take a screenshot of the funding diagram. If you don't have a separate screenshot app, use the built-in snipping tool that comes with Windows or Mac.
Highlight the diagram. The app creates a screenshot. Save the image to your device.
Open the Proposal for the deal by clicking into the Strategy section then Smart Docs.
Click the Proposal Name to open the doc and edit.
Within edit mode of the document, click into the area where you would like to include your diagram image.
Optionally, use keyboard keys to paste the image into the page. If that does not work, click the Image icon in the editor toolbar. Upload the image from your device.
Use the image toolbar to adjust the alignment and the blue corners to resize the screenshot. Click Save.
