Documents Wizards Docs not showing?

Once you have created your awesome set of documents that met your needs and wants of what items you would like to display in a document.�

It needs to be enabled on the branch level.�

Users/Contacts -> List Branches -> (Click on the branch) -> Docs settings -> Auto-Generated Docs -> Document Wizard docs

And click on "Save"

In a loan file, now you should see the document in the application.�

Notes: 

If a document does not load, please remember the following:

1. Google docs doesn't support Macros.
2. Allowed file formats are doc, docx, xlsx and CSV.
3. If you are having issues in uploading a doc/sheet and making changes to a doc/sheet. Please contact our support team immediately.