Skip to content
  • There are no suggestions because the search field is empty.

Modifying loan disclosures or documents

Your loan agreements, privacy policy and other disclosures are stored in Settings and shown to borrowers during the application. When your financial institution changes one of these documents, you may upload the new version here.

You can also add a new disclosure or delete one you no longer use. The documents belong to your financial institution, and you're responsible for their content.

Note: Adding, updating or deleting disclosures and documents depends on your user permissions. If you have any trouble uploading or modifying documentation, please reach out to Autobooks (FISuccess@autobooks.co).

Before you start

During implementation, your documents were set up with fields in double brackets that fill in with each borrower's details. Make sure to follow this structure to ensure loan documents are populated with borrower data properly.

 

To add a disclosure

  1. Go to Settings > Disclosures.
  2. Click the blue + Disclosure button on the right. This creates a new entry.
  3. Click the placeholder title New Disclosure and change it to the name you want.
  4. Click the green Upload button to the right and choose the document.

To update a disclosure

  1. Go to Settings > Disclosures.
  2. Make sure the correct site and product are selected.
  3. Find the document you want to replace.
  4. Click the green Upload button on the far right of the row.
  5. Choose the new file and confirm.

The new version shows in the list, and earlier versions are kept. To see earlier versions, click the drop-down arrow next to the document title. Each version shows when it was uploaded.

A new version applies only to new applications from that point on.

To delete a disclosure

  1. Go to Settings > Disclosures.
  2. Click the red X on the right of the row.
  3. In the confirmation window, click DELETE.

A deleted disclosure no longer appears and isn't shown during product signup. Any earlier versions stay in an archive.

 

Best practices: After adding any new documentation, or updating existing documentation, create a test account to ensure the new document populates properly.