Once you have generated your Supporting Documents checklist, you may want to make a change to your application data....and this might then change the supporting documents that are required.
In this example, I have realised that I have left off some Dividends income from the application data, and I want to add this. You will note in my current checklist, I do not have a requirement for "Other Income":
You will note also that I have already attached a couple of documents to some requirements:
If I go back into Loanapp and now add in the Shares as an asset, and related Dividends Income in the Financial Position:
I can then go back into the Supporting Documents module and "Regenerate Document Set":
You will note that the checklist will be re-generated with the new requirements for Dividends listed:
It's important to note that if you regenerate the checklist, if a checklist item is unchanged and you have already attached a document, this work will not be lost. If a checklist item is not longer required, and you had attached a document, it will be moved back to the documents bucket when you regenerate the checklist. |
You will not be able to regenerate your checklist once you have submitted your application.