Baseline

The procedure for generating a document is as follows:

Click Documents tab. The list of documents associated with the loan application displays. ​

Click Generate at the top. A dropdown displays. ​

From the dropdown, select the desired document type to be generated. The document is generated based on your selection using the Templates in Baseline.

1. Open loan details page. ​
2. Click Documents tab. The list of documents associated with the loan application displays. ​
 
 
3. Click Generate at the top. A dropdown displays. ​

4. From the dropdown, select the desired document type to be generated. The document is generated based on your selection using the Templates in Baseline.

👉 To learn how to customize and add more templates to Baseline, please read: ​<a href="https://help.baselinesoftware.com/en/articles/8558647-creating-custom-document-templates">https://help.baselinesoftware.com/en/articles/8558647-creating-custom-document-templates</a>

Generating Documents

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