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Set Up Document Types and Categories for Digital Origination for Lending

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Set Up Document Types and Categories for Digital Origination for Lending

Define the types of documents that you collect from applicants, and group related document types into categories, so that you can determine which documents an applicant must upload for a loan product.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To create document types and document categories:

Digital Lending permission set

AND

Document Checklist Item

In this example, create a document type for a government-issued ID and a document category for proof of identity, and then associate them.

  1. From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
  2. Click New Document Type.
  3. Enter a label for the document type.
    For example, Passport.
    The API name is automatically filled based on the label and can be customized. Edit the API name to make sure that each document type has a unique API name.
  4. Make sure that the Is Active checkbox is selected.
  5. Enter a description for the document type, and then click Save or Save & New to create another document type.
    Create a document type for each type of document that you collect from applicants, such as proof of identity, proof of address, and proof of income documents.
  6. From Setup, in the Quick Find box, enter Document Category, and then select Document Category.
  7. Click New Document Category.
  8. Enter a label for the document category.
    For example, Proof of Identity.
  9. Enter a description for the document category, and then click Save or New Document Category to create another document category.
  10. From Setup, in the Quick Find box, enter Document Category Document Type, and then select Document Category Document Type.
  11. Click New Document Category Document Type, enter a label, select the document category, and select the document type that you want to associate with it.
    You can associate a document type with more than one document category.
  12. Click Save.

To determine which document types an applicant must upload based on the loan product, applicant type, and level, create a document upload decision matrix.

See Also

 
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