Create keywords to use in document templates.
Using keywords in a template allows a user to insert information from the application into the document during the document generation process.
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In the administration navigation pane, click
Document Templates > Keywords.
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Click
Create.
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Enter a descriptive name for the keyword.
| Tip: Make sure the name you give the keyword is something that will make sense to the user who is creating a document template or section.
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Enter a description for the keyword.
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Select the domain model attribute that contains the desired keyword information.
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(Optional) Use the
Attribute group drop-down list to narrow down the list of possible attributes to those that pertain to the application, the primary applicant, or the secondary applicant (co-applicant).
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Select the desired attribute.
The name and description that you entered for the keyword should reflect the selected attribute.
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Click
Create.
Tip: Make sure the name you give the keyword is something that will make sense to the user who is creating a document template or section.