Collect fact find and documents
Send documents to your clients and have them access a single easy location to sign each one
By Shelley and 3 others4 authors28 articles
- Send a Document Request to Client/s Via FinanceVault - Classic UI
- Forward a document request to a co-applicant - Classic UI
- Create and Edit Document Stacks
- Add a Doc Category Template to FinanceVault
- Edit FinanceVault Doc Category Templates
- Add Documents in FinanceVault Without Triggering an Email
- Configure Additional FinanceVault Settings
- Hide Documents in FinanceVault
- Re-send FinanceVault Document Requests
- Check Document Request Progress on the Client Portal (FinanceVault) - Classic UI
- Send a Client Document Request via FinanceVault
- Add a Co-Applicant to an Existing Document Request
- Send a Fact Find Request
- Pre-Fill the Online Fact Find
- Send a FLEX Fact Find to your client
- Explore the Fact Find Builder
- Reuse a Previous Fact Find
- Update a Fact Find Template
- Build a Basic Fact Find Template
- Enable the Fact Find "Same as" Feature
- Configure Fact Find Builder Components
- Calculate the Sum on a Fact Find
- Use Logic on Fact Find Templates
- Create a Dynamic Dropdown Selection