Documents
The system uses integrated services DocuSign and PandaDoc for documents.
Settings
In these instructions, we will take a closer look at the most important settings options of the various system sections.
Form Editor: Changing the Table Structure for All Important Sections
In the Form Editor settings, you can change the data
Data sources
Data sources – a section with settings for all integrations with
Loans
In the General section, you can configure:
* the loan product
Clients
The Clients section offers the following settings.
In the Authentication
API Keys
When deploying the system, API documentation is assigned to each
General
Settings – General section is used for initial system setup.
Company