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The Generate page in the Documents menu allows you to generate documents for the loan. This is where you use web templates you have added to Ventures.

• Click on Documents in the Overview menu of the loan
• Click on Generate in the submenu that appears

 

The documents table will display a list of all documents you can choose from.

• The filter options let you filter by the phase of the loan: - Application, Closing, Servicing and Liquidation. The All categories filter field will unlock and contain different options based on the phase you have selected.
• The field next to the category field lets you filter the table to show only custom documents you have created, system provided documents, or both.

• Use the filtering options or search bar to find the document or documents you would like to generate.
• Click the check box next to the document you want to generate. You can select multiple documents if you would like.
• Once you have made your selections, click the Generate button.

 

• A pop-up will appear asking if you want to download the document or attach it to an email.
• You can choose whether you want to the document to generate as a Word document or a PDF.
• Based on the form you selected, you have may have additional options or data to enter, in our example we need to enter a funded date. Make sure you fill the fields that appear based on your document selection
• Click Next.

 

What happens next depends on whether you selected Download files or Email as the destination.

Download Files: When you click next, the document will generate and will start downloading or, depending on your browser settings, it will prompt you to choose a location to save the document, then it will download. Once the download completes you will be able to access your document. If you have selected multiple documents the download will be a zipped file. Un-zip it to access your documents.

 

Email: When you click next the pop-up will change to a pop-up in which you can prepare the email with the documents attached.

• The user’s email will be automatically entered in the "From field". The "To field" will be filled with the address of the primary contact for the loan.
• Use the subject line and body field to write the email you wish to send to accompany the documents. You can preview the documents you are sending by clicking the Preview button. This will download the document for you to review.
• Once you have entered what you need to enter, reviewed the attachments and information you have entered, click Merge & Email.
• The pop-up will disappear and the email will be sent with the documents as attachments.