Table Wizard Options for Cells
When creating table, you will have several options to customize how your table cells will look and behave. Some of these options will be explained in this article. After adding a table into your document, you can access the wizard by using the Table Wizard button. Select the Cell tab of the wizard to view you…
My table in web templates is too wide or not wide enough
Tables in the Web Template designer behave differently than tables in Microsoft Word. You may find that your table is not the correct width when you preview or print the document. It might be too big and cut off at the right margin or it may not be expanding to use the entire width of the document. Sometimes, this ca…
Using a Sub-Template within a Master document
After you have created a Sub-Template you're ready to start using it within your master Web Document. Open your Web Document and select your sub-template from the list of available fields in the Search Merge Fields drop-down. After your field has been added to the Web Template document you can click on it…
Adding Personal Resource section to Credit Memo
Personal Resource Analysis is no longer required to be included in the analysis being presented to SBA as of April 2, 2020. In a 504 & 7a Connect Calls (June/July 2020) SBA did make a point to mention that adding the Personal Resource Analysis to your SLPC memo would be good practice. For lenders that choose to add…
Enabling Web Templates for Bulk Letters
When creating a custom web template, you may decide that you want to be able to use it in the Bulk Letters area to be able to print the document for multiple projects. In order to do this, you must enable your web template for use in Bulk Letters. * When you are in your custom web template, you will have two tabs…
Is there a field for XXXXX in Web Templates?
There are hundreds of fields in Web Templates and no one is expected to know them all. To help users find fields a little faster, the fields for the main Document types can be found in the Help area. * Click on the Help icon in the toolbar menu. * Please note the naming conventions used for Web Template merge fi…
Foundational Webinar Series
Here you will find recordings of our previously recorded webinars or links to the videos in our Knowledge Base. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the we…
