Summary

Overview

Client document types in Trail help categorise uploaded files, such as identification, statements, or supporting documents.

Customising document types allows your business to:

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.

Navigate to your Organisation Settings area in Trail.

This is where system-wide configuration options are managed.

Locate the section for Document Types.

Here you can specify any additional document types you would like to be able to request from your client, you can upload a template file to the document request such as an 'Adviser Declaration' for your client to sign and reupload.

From this section, you can:

Adding a specific adviser to a custom document

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.

Adding a file to a custom document

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.

Setting a permanent request for a document

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.

Once updates are made, save your changes.

The updated document types will be available immediately when uploading client documents.

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

Only users with the appropriate admin-level permissions can customise client document types.

If you cannot see the option to manage document types, you may not have the required access.