If you are an established Credit Untion, it may be the case that you have devised your own loan documentation, usually created within Microsoft Word. As a Curtains user, you probably want to incorporate these documents into the system and associate them with your various loan products.
Follow these few simple steps and you will soon be able to generate your loan forms from the loan calculator feature within Member Enquiry
To create your own Loan Application Agreement, or other loan related documentation, you must first select the fields you want to appear on the application form. To do this, you must go to:
Maintenance Menu ---> Loan ---> Agreement Field Setup
Here you can specify which fields are relevant to your form by double clicking them, which will send them over to the right side of the screen. Make sure to enter some text in the "Name of Your Merge Field" box and print once finished. Take time to look through the extensive list of fields that can be "merged" onto your loan document. TIP: Keep the name of your merge field simple and try not to use spaces!
The next step is to open a new Microsoft Word Document, or your exisitng document. Here you can arrange how you would like the loan document presented by entering the fields you named in the "Name of Your Merge Field", between the < > symbols in the appropriate place within the Word document. TIP Save your documents into a common folder for ease of locating them!
The next step is to assign your bespoke loan application to the Loan Product/s. To do this you need to go to
Maintenance ---> System ---> Product Maintenance
then:
Select the relevant loan product and click Document Setup. In the Document Box press and locate your newly made Loan Form, and above this type in a description i.e. L1 Loan Application
Once you are done click Your new Loan Agreement form is now assigned and will be selectable for printing when a loan application is made.
Enquiry --> Member Enquiry --> CalculatorFill in the relevant fields for your loan application and when you click your new loan agreement will be available for printing.