Customer Data

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Categories: Personal, Business, Banking, Processing, Other

  • Each Category can be expanded or contracted on the left-hand sidebar as well as the main section
  • Each section show you the total number of fields vs the number completed

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Additional Signers

  • Stored at the bottom of the Personal Info section

Columns: Label, Value, Type, On PDF

  • Label was created on the Template
  • Value can be entered in the customer record by the salesperson or by the end user on the application
  • Type is the field type
  • On PDF is true/false
    • If the field is on the PDF there will be a pulsing green dot

Value

  • You can edit the value by clicking into the field
  • You can copy/paste the value by clicking on the copy icon
  • You can clear the value by clicking on the pencil icon
  • The X icon at the end of the editor is just to close the field, this will not erase the value

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