---
title: Required Docs & Conditions setup
description: "Set up LendingWise Required Docs and Conditions: categories, who uploads each doc, ad hoc docs, display rules and reminders."
---
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2. [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en)
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# Required Docs & Conditions setup
## Set up required documents and conditions, and choose which loan files they show on.
Required Docs give every document you collect from a borrower its own spot. Each one shows on the loan file's Docs tab, and you decide which docs show on which files, who uploads them and what conditions go with them.
### Where to set them up
Go to **Settings \> Platform Settings \> Required Docs & Conditions**. You'll start with a set of documents you can edit, add to or delete.
To get started faster, use the onboarding template (a Google Sheet) we provide. List the documents you need and any conditional items, such as a construction budget for fix and flip or a rent roll for a small balance commercial program.
Docs show on the Docs tab in the same order as this list. Drag rows to reorder them, or set Display Order when you click Add New.
### Categories
Categories group required docs so your team and borrowers can find them quickly. The built-in categories are Unique, Borrower, Property/Collateral, Loan, Servicing, Budget and Other Docs. Add your own with **Add/Edit Categories**. Your categories then show in the list next to the built-in ones, and you can sort them to control the order on the Docs tab.
  
### Who uploads each doc
For each doc, choose who is responsible for uploading it: the borrower, branch, loan officer or broker. Those users see the doc in their portal or when they submit a loan. Back office users see every doc; borrowers and brokers only see the docs they're asked to upload. Some docs can be back office only, so the borrower and the other parties you pick never see or upload them.
### Ad hoc docs and conditions
- **Ad Hoc:** mark a doc as Ad Hoc so it can be added to a loan file on demand.
- **Conditions:** add conditions that work like a checklist for a processor or underwriter on that doc. You can add extra conditions on a single loan file too.
### Showing docs only on the right files
You can tie a required doc to a loan program and many other loan details, so it only shows when they match. For example:
- Fix and flip: rehab budget and experience/track record.
- Commercial loan: rent roll, P&L and so on.
- Property type is Condo: condo questionnaire.
 
**How display rules work:** a required doc shows on a file only when every condition you set matches. A blank field on the file counts as no match, so a doc limited to certain property types won't show on a file that has no property type yet. Status conditions show the doc only while the file is in those statuses. Changes apply to existing files right away. There's no on/off switch, only delete: to stop using a doc without deleting it, change its conditions.
### Working with docs on a loan file
- **Quick look:** in the Pipeline, click the green folder on a file's row to see its required docs.
- **Review:** open the file's Docs tab to see each doc's status, change it and add notes. Notes can be sent to the borrower and others, for example when you need another document or a replacement.
- **Not needed on this file:** click the doc's REQUIRED check to turn it off for this file. Use + to add a doc just for this file.
### Reminders and automation
To remind borrowers to upload, use Compose Email and set "Do you Want To Automate The Email?" to Yes. You choose how often the emails go out and when they stop, based on the file's status. You can also use automation rules and email templates to send emails with the required docs list built in.
**Please note:** when uploading files, check the file name. "fileUpload.pdf" uploads fine, but "file.upload.pdf.pdf" fails, because the upload server only reads the last extension.
This video was recorded before the 2026 redesign, so some screens look different.
Questions? Email helpdesk@lendingwise.com.
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