About Documents

All the documents related to a file can be found under the Documents tab. It is from this tab that you can manage the documents required for the processing of a file. Documents can be in Word or PDF format.

The documents available in the Documents tab can be of two types:

•Generated documents: They are created from the document templates available in Assyst Real Estate, every program having its set of templates. They are organized by category (loan contract, mortgage deed, etc.).
The list of document categories available in the Documents tab can vary from a file to another depending on the file characteristics, the financial institution, the program, etc.

The list of document categories required for a file is automatically generated by the system when the file is accepted. From the list of document templates for every category of documents, you can generate the legal documents required when processing the file.

Some documents are automatically generated when the file is accepted: the invoice, the Service contract, and the other documents specific to each financial institution.

•Imported documents: They are all grouped together under the Other Documents (import) category in the list of the documents in the Documents tab.
For more details on the import function, report to the Upload Documents section.

The operations that can be performed on documents include: opening, generating, modifying, signing, sending, registering, transferring a document.

These operations are detailed in the following pages.