Outline – System Configuration – Setting up Document Templates

1. Custom Documents Guide - https://bryt-product-guide.document360.io/docs/custom-documents 
   1. Resources – 
      1. Video Series Guide: https://www.youtube.com/playlist?list=PLYc836wUSn5-XcFVMbIXMhGRv7TIeCxs5 
      2. One-Stop Custom Documents Written Guide: https://bryt-product-guide.document360.io/docs/one-stop-custom-documents-guide 
      3. Starter Templates and Merge Variables List
         Templates: https://www.loantrackingsoftware.com/document-templates 
         Variables: https://www.loantrackingsoftware.com/variables 
      4. How to Use Merge Field Variables: https://bryt-product-guide.document360.io/docs/how-to-use-merge-field-variables 
      5. Automating Custom Documents: https://bryt-product-guide.document360.io/docs/document-automation 
      6. Lender (Investor) Documents (Investments module users only): https://bryt-product-guide.document360.io/v1/docs/lender-custom-documents 
   2. Custom Document Steps
      1. Start with a Starter Template downloaded from the above site, or open and work with a blank Word document locally to see how the process and variables work
      2. Add/Upload the Word Document to the Admin – Document Templates section
      3. 1) Test the document by using the Test button, or 2) showing the loan-specific generation process via a loan’s Documents tab (going to the loan allows you to replace matched variables with user-entered data)
      4. Download and/or update an existing document to show the process of working with variables and editing the Word document (Ref: How to Use Merge Field Variables)
      5. Optional – Document Automation
      6. Optional – Lender-based documents for investment/investor statements