This subsection provides instructions on how to download documents to Turnkey Lender.
By default, the system provides for downloading two types of documents: a standard loan agreement and a payday loan agreement.
Agreements downloaded in the system can be sent to the borrower by email and will be also available in loan application details.System Documents can be easily uploaded in the Settings → Application Flow → System documents.
- Select the document type, e.g. loan agreement, terms & conditions document, etc.
- Scroll down to the corresponding section (if necessary)
- Click "Add document"
To download a document:
1) In the option menu to the left, click Documents.
The Documents area displays two documents added to the system:
The user can download new documents only by replacing existing ones.
2) In the Documents area, click Upload opposite a document to be replaced.
The Upload dialog window opens:
3) In the Upload window, click Choose file.
The Open dialog window is displayed:
4) In the open window, select a document to be downloaded and click Open.
The selected document gets displayed in the Upload dialog window:
5) In the Upload dialog window, click OK.
The downloaded document gets displayed instead of the previous one in the Documents area:
A required document has been downloaded.
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