Setting up documents

For the non-Skuid enabled version of Q2 Origination, you must configure the different types of documents that may be required for processing the loan, lease, and line of credit applications. You can upload the applicant's documents for these document types and view them under Checklists while evaluating the application completion. You can add all the document types that may be required for your business process here. 

For the Skuid-enabled Q2 Origination application, document categories and documents are managed through the Deal Room functionality and the Loan Dashboard view. For information on setting up document categories, refer to section Setting up a Document Category.

Deprecated from Q2 Origination version 2.2009

Prerequisites

None.

Steps

Perform the following steps to configure documents:

1. Log in to your Salesforce account.

2. Go to Origination Configuration.

3. In Application Setup, select Document Definition. 

4. Select New Document (Master). 

5. Specify a Document Name. For example, Income Statement.

6. Select Save.