---
title: "Doc Wizard: custom document templates (incl. e-sign tags)"
description: "Get documents that fill in with LendingWise loan data: the built-in Doc Library, the Doc Wizard Tool, or custom documents we build for you."
---
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# Doc Wizard: custom document templates (incl. e-sign tags)
## Three ways to get documents that fill in with loan data: Doc Library, Doc Wizard and custom docs.
There are three ways to get documents that fill in with your loan data: the built-in Doc Library, the Doc Wizard Tool you use yourself, and custom documents we build for you.
### 1. Built-in Doc Library
LendingWise includes dozens of common documents and forms in [Settings \> Platform Settings \> Doc Library](https://app.lendingwise.com/backoffice/createProcessingCompany.php?tabNumb=2), for example the [term sheet](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Loan_Term_Sheet.pdf&rId=a5b73cb55ffb2a0b&bn=811cbd7cbd83072c&lId=6323a31b0c6a6189&pkgID=7ac260486286177b&opt=sample), [loan application](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Full_Loan_Application.pdf&rId=a5b73cb55ffb2a0b&bn=811cbd7cbd83072c&lId=6323a31b0c6a6189&pkgID=d45df7967cd9c37b&opt=sample), [pre-approval](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Letter_of_Pre-Approval.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=e51e9227f80c38ff&opt=sample), [1003 URLA](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-New_1003.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=3357d2b2c090747e&opt=sample), [credit authorization](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Credit_Authorization.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=66c56a89e0716594&opt=sample), disclosures, closing docs and more. [See all available docs](https://nimb.ws/51Oxbd).
**Important:** turn on the docs you want in Settings \> Platform Settings \> Doc Library and in each branch profile (CRM \> Branch \> Branch List \> branch \> Docs Library).
### 2. Doc Wizard Tool (do it yourself)
The [Doc Wizard Tool](https://app.lendingwise.com/backoffice/customDocLib.php) lets you build your own documents, forms or packages, using Google Docs and Sheets.
1. Go to Settings \> Doc Wizard Tool and upload a DOC, DOCX, CSV or XLSX template.
2. Add merge tags where you want loan data to appear. You can put them in your Word or Excel file before you upload it, or add them in the Google Doc or Sheet afterwards.
3. New templates start turned off for every branch. Turn each one on in CRM \> Branch \> Branch List \> (branch) \> Docs Library \> Custom Auto-Generated \> Document Wizard Docs: tick it, then click Save. Repeat for each branch.
On a loan file, the template then shows in Docs \> Auto-Generated Documents \> Custom Auto-Generated \> Document Wizard Docs, listed twice (PDF and Word).
 
- **Pros:** easy to use on your own, and you have full control of the master template to edit or copy it.
- **E-sign:** add e-sign tags such as ##Esign Bor sig## to your template, then send it from the loan file header's Open E-Sign Workspace icon and choose Doc Wizard.
- **Cons:** not a good fit for complex forms with many tables or checkboxes, or government forms (such as the 1003 or 4506).
- **Common uses:** pre-approvals, executive summaries, credit memos, closing instructions, loan docs, notices and so on.
**Template not showing or loading?**
- Check that it's turned on for the branch (see step 3).
- Google Docs doesn't support macros.
- Allowed formats are DOC, DOCX, XLSX and CSV.
- If you have trouble uploading or editing a doc or sheet, contact our support team right away.
The merge tag library has hundreds of fields. If you need another field, we can usually add it quickly, especially if the data already exists in the system. A brand-new field can take longer and may involve a small development fee (about $100 per new field; please confirm current pricing when you send the request). [Submit a ticket here](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en).
### 3. Custom documents (we build them)
We can create custom documents that output to PDF, Excel or an e-signable PDF, filled with your loan data plus extra fillable fields. This helps when a form has a complicated layout (like a 1003 or a government form), needs to be e-signed, or needs advanced logic to control what data shows and when.
Examples we've built: [FL - Loan Docs](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-FL_-_Loan_Docs.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=867cef4b541c8e5e&opt=sample), [Entity Signatory Authorization](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-ENTITY_SIGNATORY_AUTHORIZATION.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=e8aeee97e7b429be&opt=sample), [Loan Closing Statement](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Loan_Closing_Statement.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=524baeba6ca77739&opt=sample), [Mortgage - Boyd Management](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Mortgage_-_Boyd_Managment.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=f9ce31dc78008d1c&opt=sample), [Nexus - Commitment Letter - New Construction](https://app.lendingwise.com/package/pkgController.php?file=Frank_Flipper-Nexus-_Commitment_Letter-_New_Construction.pdf&rId=a5b73cb55ffb2a0b&bn=b96bbd80e83aaf7d&lId=6323a31b0c6a6189&pkgID=35d66209f56c08cd&opt=sample).
#### Before you send a custom document request
For each place in your template where loan data should go, give us the LendingWise field ID. The easiest way: go to Settings \> Platform Settings \> Doc Library, click **Display Field IDs**, then use the clipboard icon next to a field to copy its ID. Highlight in red any fields you can't find, and we'll help you find them or tell you they need to be added (which may involve a small development fee).
Here's a [sample loan file](https://app.lendingwise.com/HMLOWebForm.php?bRc=e4e75f047173cd24&fOpt=8e614f58c0d670e4&lid=03155f04e9d3daeb&opt=e637bd2de4735343&ft=HMLO&op=69ae9aa7bfc04392&UType=00eedfe87c52b964) with all fields and sections turned on. You can also work in your own loan file, which shows just the fields you've turned on.
You can also copy a field ID straight from the loan file with your browser's Inspect tool. This video shows how:
1. Go to Loan Origination \> Pipeline - Main and click the loan file (borrower) name. 
2. Find the field you want to map (for example "First Name"). 
3. Right-click the field and choose "Inspect". The field is highlighted in the Elements tab of your browser's DevTools. 
4. In the highlighted area, right-click and choose Copy \> Copy Selector. The field ID is now on your clipboard.  A closer look: 
5. In your PDF editor, add a comment bubble where the data should go.  Right-click and Paste to insert the field ID, for example **#borrowerFName** for the borrower's first name. 
6. Repeat for every field you need (last name, property address, loan amount and so on).
When your field mapping is ready, [upload the order request here](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) and we'll send an estimate of time and cost.
#### Custom e-sign documents
You can have your own documents made e-signable for a borrower and co-borrower:
1. Create your document and save it as a PDF.
2. Find the field IDs of the fields you want filled in.
3. Paste each field ID into a comment on the PDF, exactly where the data should go.
4. Submit a ticket [here](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en), pick "Custom Doc Request" as the Ticket Type and upload your PDF.
5. A support team member will set up a time to review the document with you and send a quote.
The cost depends on the number of pages, the number of fields per page, how complex the document is, special elements such as tables, radio buttons and checkboxes, and whether you need our help mapping fields. You can use the hours in your Concierge Service Plan for this support time.
**Tip:** you may not need a custom document at all. You can make your own e-signable templates in Settings \> Doc Wizard Tool by adding e-sign tags such as ##Esign Bor sig##, then send them from the loan file header's Open E-Sign Workspace icon (choose Doc Wizard).
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