Style Manager Overview
Style Manager – a section in the menu where you can
Oleksandr Kshutashvili
Block Types
Blocks – a list of all available blocks used to fill
Site Builder Editor
The Site Builder Editor looks like this:
At the top
Changing the Display of Fields
In all sections containing the lists and tables (Loans, Clients,
Adding More Fields
In almost every section, including Managers and Branches, you can
Administration
In this section you can manage the users of your
Applications
Here you can expand the displayed fields in the Underwriting
Communication
This section is used for communicating with the client. The
Payments
The Payments section contains a list of banks that, in
Documents
The system uses integrated services DocuSign and PandaDoc for documents.