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C Documents and Settings AndyL Desktop 2003DraftCOASPlan Wpd Nyfo Fws  Form

C Documents and Settings AndyL Desktop 2003DraftCOASPlan Wpd Nyfo Fws Form

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Instructions and help about C Documents And Settings AndyL Desktop 2003DraftCOASPlan wpd Nyfo Fws

in this training we will be learning about template documents and application settings we will start with your template documents template documents are a repository of various types of document requests custom forms and E signature forms that you set up to be used with any number of borrowers on your pipeline we'll navigate to our settings and then to our template docs Tab and here we will see a list of all of the template documents available on your account it's worth noting that template documents can be organized into categories and you can manage the categories here in this section using the manage button when using categories this will organize the template documents into various tabs when viewing them in the various document buckets in the document collection portal you can edit any of these existing categories using the edit icon over here changing their name you could also use the trash can icon to remove them or the ad category option here at the bottom to add any more we'll

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