Custom Fields: Web Templates
This article is also available as a video: You can now merge custom field data to web templates. The method you follow depends on where you have saved the custom field. To learn more about custom fields, including how to add them, please click here. You can use the table of contents below to jump relev…
Use hidden parameters to add print criteria to web templates
Note: This article is intended for users that are comfortable using the HTML editor of web templates. There may be instances where you wish to use a document print parameter on a letter that does not require the parameter as part of the web template. For instance, you have a letter that you would like to print bas…
Adding a Task List
Ventures gives you the ability to create your own internal checklists for checks & balances against any process. Task Lists may be created to assign multiple tasks at once. Create your own "virtual" checklists for: * Different loan programs; * Stages of the process; and/or * Internal Audit checklists All …
Web Template Formatting FAQs & Tips
Q: My document is creating 1.5 spaces every time I hit Enter. How do I make it single spacing? A: You can create single spacing by holding down the SHIFT key while hitting ENTER. Q: How do I add an image to my document? A: To quickly add an image to the document, use the Image button in the toolbar. Because…
Creating Custom Credit Memos
The Web Templates allow users to use the various sections from the Credit Memos to create and customize their own credit memos. These custom credit memos can be used for internal purposes such as internal management approval or loan committee/board review and/or approval. Custom credit memos can be created in one of …
Creating Sub Templates within Ventures
Sub Templates within Ventures lets you include data from areas in Ventures where there may be multiple entries, in your Web Templates. When a sub template is added to a Web Template, you will have options on how to pull data from the section the sub template is referring to. When adding a sub template it is import…
Configuring Merge Fields in Web Templates
TIP: Use the HELP page to search for a merge field if you are unsure if it is available in Web Templates . If you are using a Windows workstation, using the CTRL+F keyboard command will bring up the search window to allow you to search by a specific word. NOTE: The HELP page only shows the data for Loan Documents …
Add a company logo or header and footer
There are a couple of options available if you wish to add your company logo to the top of your document. Option 1: Use the "Logo" merge field. Add the merge field named "Logo" to add an image of your company logo. This image can be uploaded by a Site Administrator for each Organization under the Document Setting…
