To streamline the process of collecting information from clients for an application, Trail has a default list of documents that are requested by clients. However, we understand that all businesses work differently, so you can customise this list in your Document settings.

There are two different kind of Document settings - Default Type settings and Custom Document settings.

Based on the answers a client provides in their mortgage fact find, they will be requested a set of documents that will be required by lenders for their application. These document requests have a default description that explains to the client the exact document required.

However, we understand that advisers may like to change these descriptions to wording that they feel will help clients better understand what is needed from them. Because of this, in your Default Type settings, you have the ability to edit the descriptions of these default documents. Clicking on a document in the list will bring up the document's modal.

From here, you can edit the description of the document. Because these documents are automatically requested from clients, advisers are unable to change the name and category of these documents.

From this part of the document settings, one can add, edit, or delete a custom document. When adding or editing a custom document, a different document modal will appear on the screen.

From this page, you can change the name, category and description. Custom documents also allow you to add a:

If a specific adviser is selected, this means that only that adviser can select that document to be requested from the file. This would be used in situations where a document is only used by that one adviser.

When adding a custom document type, you have the ability to upload a file to appear in that document's request. This could be a document that you need signed and sent back, or even a document that you would like the client to read for their information. 

If there is a document that you would like to always require from a client, you can click the tick box to ensure that this document will always appear in the request list from a client.