Default System Document

In each category there can be one default document. This is the first document of the type uploaded to the system. The default document is often added to the section from the very start. This is what you should know about it:

1. You cannot delete a default document. However, you can upload a new file instead of it, as well as edit its title and description (see Uploading and Editing )

2. When a credit product is created in the system, the default system document is assigned to it.

Assign Documents to Credit Products

There can be more than one System Document of one type (e.g. different loan agreements or different loan statements for different credit products). As soon as there is more than one document of the type, corresponding selector will appear in the Settings → Loan Settings → Add/Edit Credit Product → Documents tab.

Open

Click the drop-down selector and choose the document, that will be available to the system users for this Credit Product.

To change all documents to the default ones, click the “User default templates” button.