Custom Forms are customizable forms with unique fields or drop down menus that can be used as an additional loan document. The forms custom fields can contain open text fields, dates, customized drop-down lists, and so on.
Custom Forms appear at the bottom of the Forms & Docs list and display using the unique name setup for the form in Admin. Users with the applicable user right(s) may edit, view and/or print Custom Forms before and after the loan has been finaled.
Tip: Custom Forms are created and formatted by site administrators in Admin under System Admin > Other > Custom Forms.
Complete the fields for the Custom Form. Fields will automatically correct the user's data as it is entered according to the data type that is configured. Users may not enter more than 255 characters (with spaces) of data into each custom form field.
Tip: If a field is configured as Currency, the system will search for a currency value based on in the data entered into the field. If the system can't locate a currency value, then the user will receive a pop-up message indicating the value is not correct and can click ok to enter the correct value.
Click Save/Close to save the information entered and return to the Dashboard
Click Cancel to discard all changes made to this screen.
Custom Forms are divided into instances and users may allow multiple instances of data per form. This can be particularly useful when keeping track of recurring data, such as scheduled payments. Once data has been entered and saved, a button titled Add Instance will appear upon returning to the form.
Click Add Instance to generate a New Instance with another set of fields to complete. There is no limit on the number of instances that may be added.