Main Platform Settings
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      1. LendingWise - Help Center
      2. Setting Up The Platform
      3. Main Platform Settings

      Doc settings tab

      Company Settings -> Platform Settings -> Doc Settings

      Here you can set which documents are available inside your document library for all loan files.  If you do not want a document enabled/available for your company you can uncheck it here. This will instantly turn it off for all branches. If you need to turn a document on/off for a branch, you can do that on the branch level settings.

      You can also upload static documents here at the company level, so they are available for the whole company. Then you can enable which branches show them via the branch settings "docs settings" tab.

       

      Company Settings -> Platform Settings -> Doc Settings

      Branch Doc settings