This article will explain how to add, edit or delete Document Requests in Gateway.

You can find instructions on adding Document Types to Gateway in the article here.

After adding a Document Type in Ventures, Lenders should go to Site Settings > Application Settings menu to add Document Request to the application(s). Document Requests added to the Primary Application form will be assigned to EVERY application that is created. Document Requests added to a specific Product form will ONLY be assigned to that product's applications. 

How do I add a Document Request?

• Go to Site Settings > Application Settings menu
  • IF you want the Document Request to be assigned to EVERY application, add in Primary Application form
  • IF you want the Document Request to be assigned to Product specific applications, click on Loan Products tab > Click on Pencil Icon of Product > Click on Documents Tab to add
• Click Add Document
• Select Document Type from dropdown menu (If you do not see a document type you want to add, ask your Ventures Site Administrator to add it as a Document Type in Ventures. You can find information on how to do this here) 

• In Required Type dropdown menu, select if you want the document request required or if you want to give the applicant an Opt Out option

• In Assigned to Type dropdown menu, you can optionally assign the request to primary person/entity or all guarantors/entities added to application

• Set a maximum allowable document upload amount, if needed (number of files applicant is allowed to upload)

• If you want an assigned Third Party to be allowed to upload into the request, check the box labeled "Allow Third Party Uploads" - Please read KB article Gateway Third Party user for more information

• Click Add once finished

• Repeat steps to add each Document Type as a request to your application(s)

How do I edit a Document Request?

• Go to Site Settings > Application Settings menu
  • IF you want to edit a Document Request that has been assigned to EVERY application, go to Documents Requests section in Primary Application form
  • IF you want to edit a Document Request that has been assigned to Product specific applications, click on Loan Products tab > Click on Pencil Icon of Product > Click on Documents Tab
• Click on the hyperlinked Document Request name you want to edit
• Make any changes
• Click Save

How do I remove a Document Request?

• Go to Site Settings > Application Settings menu
  • IF you want to remove a Document Request that has been assigned to EVERY application, go to Documents Requests section in Primary Application form
  • IF you want to remove a Document Request that has been assigned to Product specific applications, click on Loan Products tab > Click on Pencil Icon of Product > Click on Documents Tab
• Click on Trashcan icon to remove Document Request

***NOTE: After making updates to Document Requests, any NEW applications created will have the change. Any existing Document Requests before the update was made will have the previous version.***