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. You do not want a user attempting to send a finance agreement document that contains document/display variables for a finance agreement, from within the personal customer. So the personal customer document config can be used to define which documents specifically relate to personal customers to prevent users from selecting to generate an incorrect document against a personal customer.  The same applies to all parts of the platform, document for investments, document for finance agreements etc.

Before creating a document configuration, it is required to create a document template and steps on how to do that is mentioned in this link. 

This document will be illustrating the steps on how to create a personal customer document config and same steps can be followed in order to create document configurations against application, finance agreement...etc.  

1. Home Pages -> Notification Management 

2. Select Personal Customer Document Config under Document Configuration 

3. Use the filter options and click on  to check the existing personal customer document configs in order to avoid creating duplicates 

4. If the personal customer document config is not existing click on the  icon from the List Personal Customer Document Config page to create a new Personal Customer Document Config.

5. Provide the following details under Create Personal Customer Document Config page 

Finance Company : select the finance company from the drop down list.

Originator Group : this will get filled automatically depending on the finance company selected 

Template : list of all existing document templates related to the finance company and originator group selected. steps on how to create document templates is illustrated on this link. 

After providing the details, click on  in order to save the personal customer document config or click on  to go back to List Personal Customer Document Config page.