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Showing articles from web templates tag

Release Notes - 2022-11-22

**![][1]** **November 22, 2022** **Announcements** # **Ventures+** * * * **504 API Authorization: ** **Ventures**** is excited to announce that we have enabled the ability to generate the Etran SBA 504 Loan Authorization directly from Ventures! The ability to generate the Authorization Wizard will remain availab…

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 can…

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. ![][1] Select the Cell tab of the wizard to view yo…

Release Notes - 2021-12-01

# **![][1]** **December 1, 2021** **Announcements** # **Ventures Knowledgebase:** **Did you know that Ventures has a Knowledge Base platform where you have access to helpful Articles, Videos, Submit a Support Ticket and even track your support tickets? ** * **Access the Ventures Knowledge Base widget located on…

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. ![][1] After your field has been added to the Web Template document you can click on…

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. 1. 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. 1. Click on the Help icon in the toolbar menu. ![][1] 2. Please note the naming conventions used for Web Templa…

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 th…

Release Notes - 2022-06-08

**![][1]** **June 8, 2022** **Announcements** Web Templates: Addition of 3 System Documents Ventures has added the following three forms as System fillable pdf’s * SBA Form 2462 - Addendum to Franchise Agreement Instructions (no set merge fields) * SBA Form 2462 - Addendum to Franchise Agreement License (fill…

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