Documents
Investor documents
Investor documents refer to all documents that are required to either be: sent to the investor to read sent to the investor to complete and return back to the finance company requested from the investor When dealing with investor documents the ...
Automated template configuration
The template configurations that are automated i.e. users will not manually generated the documents, that are not workflow related will be linked to a finance company through the Automated Template Configurations. Note! The actual templates will ...
Application document decision tree
Once it has been identified which documents are to be used by borrowers in the “document to be supplied by borrowers” it is possible to define a decision tree that CAN be used in order to request documents from borrows based on the information they ...
Documents to be supplied by borrowers
Documents to be supplied by the borrowers are the list of documents that finance company would like the borrowers to either supply, sign or read. This refers to documents that relate specifically to borrowing in specific asset classes or products. It ...
Document workflow on status change
Documents can be automatically generated when a status is changed on applications, listings, finance agreements, investments, etc. Example: if finance company would like a document to be auto generated each time an application is declined , then a ...
Create letters & documents - personal customer
A document can be generated against a personal customer, application, finance agreement .. etc. Document template will be used to generate the documents. Below illustrates the steps on how to generate a document against a personal customer but the ...
Create a document config
Document configurations are used to allow a finance company to indicate which document templates are available and can be used from within each of the different parts of the platform. Example: not all document templates relate to personal customers. ...
Document templates
Document templates are used as a way for customers to obtain or provide information about their structure, applications, finance agreements, investments .. etc. Once the document templates are defined by a finance company they can be configured to be ...
How to upload a document to document template
After creating the document template, then the next step will be to upload an actual document against the created document template. In order to do that , 1. Navigate to Home Pages > Notification Management: 2. Select the Document Templates under ...
Documents to be supplied by investors
Documents to be supplied by the investors are the list of documents that a finance company would like the investors to either supply, sign or read. This refers to documents that relate specifically to investing in specific asset classes or products. ...
Documents to be supplied by customers - add document template
After creating the "documents to be supplied by customers", the next step is to add the related document template. In order to add the document template, 1. Navigate to Home Pages > Notification Management: 2. Select the Documents To Be Supplied by ...
Documents to be supplied by customers
There is a list of documents that the Finance Company would like customers to either supply, sign or read. This refers to documents that relate to the entity structure of the customer and are not documents that relate to borrowing or investing in ...
List of display/document variables
Email templates, document templates, note content .. etc can have placeholders where data is inserted at the time they are created. Display/document variables lists all the variable placeholders that can be used in email templates, document ...
Creating a PDF document template
NOTE: For this example, a free version of an online PDF editor has been used. If there is a corporate or professional edition of a PDF product e.g. Adobe Acrobat, that can also be used. Regardless of the tool the following rules apply When creating ...
Who created a document? How to find out if a document was created by a Clearmatch user, batch job or process
This process will assist with determining who the creator of a specific document was. In Clearmatch, look up and display the details of the Finance Agreement or the Application of the document in question. 1. Select the Documents association tab ...
Basics for creating document templates in Clearmatch
Document templates need to be defined to Clearmatch on exactly where they are to be used. Meaning that a template created in Clearmatch will not be used until it is defined within a document configuration. 1. Create a document template (see detailed ...
Converting word documents to PDF forms for document templates
Document templates can be designed in editing tools such as Microsoft word and then converted to pdf format. 1. Open the document in your preferred editing tool and remove all the variables that are enclosed within “<” “>” (including the percentage ...
How to create a document template
Document templates are used as a way for customers to provide and obtain information about applications, finance agreements, listings, investments.. etc. Document templates can be defined at originator group level. Documents sent out are based on the ...
Document / display variables (example)
When creating the soft copy document that is attached to the document template, there are specific document variables that can be used, which will automatically populate those fields with the information that has been recorded from the loan ...