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Smart Document rules- how to customize or disable
Smart Document rules- how to customize or disable

Edit Smart Documents, turn off smart docs suggestions

Marnie George avatar
Written by Marnie George
Updated over a week ago

How to customize and add documents requests to your Smart Doc menu (team admins)

1. Visit your Team Settings by clicking on the gear icon on the left menu

2. Select "Smart docs".

3. Scroll to find the rule you want to edit. The left side has "triggers" that are generated from the questions in the borrowers application.  The right side has the document that's suggested from the trigger.

4. Click the "Which document(s)" box to add a document from the drop-down, or click the "x" on a document you don't want collected. 


How to "turn off" all Smart Document suggestions

1. Visit your Team Settings by clicking on the gear icon on the left menu

2. Select "Smart docs".

3. Scroll down to "Automatically request suggested smart documents from borrowers after they submit their application" and switch the toggle to "No"


FAQ's

I don't see the document I need to collect when customizing Smart Document Rules, how do I add one? 

You can create a custom document request. Click on the button below to learn more.


Additional Resources

Watch a video about Smart Documents

Read an article on how to use Smart Document suggestions


Please chat with us if you have additional questions or need assistance setting up the Smart Document rules. 

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