In these instructions, we will take a closer look at the most important settings options of the various system sections.


The system uses integrated services DocuSign and PandaDoc for documents.

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


In the General section, you can configure: * the loan product


The Clients section offers the following settings. In the Authentication

API Keys

When deploying the system, API documentation is assigned to each


Settings – General section is used for initial system setup. Company