Baseline

This article contains all the merge fields that may be used for generating documents within the system.

List of Merge Fields

Learn how to customize the format of any date field in your document templates using the date() merge tag.

Formatting Dates in Merge Fields

A clear and concise list of the supported elements and their syntax that can be used to create document checklists.

Checklist Syntaxis

Simple Math with Merge Fields

Can I create multiple loan applications in Baseline?

Can I create more than one Loan Application form in Baseline?

What payment statuses mean and when statuses change after you collect payments from borrowers

What do the payment statuses mean when I'm collecting payments via ACH?

A description of each of the loan statistics displayed under General > Statistics

How are loan statistics calculated?

Fees associated with collecting ACH payments via baseline

What fees are there for ACH payments processed via Baseline?

FAQ: Why Do We Limit Percentages to 3 Decimals?

This article explains the different between the 'sent' and 'release after' dates when recording a funding or 'to borrower' payment type

What's the difference between 'Sent' and 'Release After' in a funding box?

This article explains the different between the 'received' and 'release after' dates when recording a payment

What's the difference between the Received and Release After boxes in a payment window?

Electronic Signature Disclosure

Understanding Default Calculation and Status Update in Baseline

Setting a custom favicon, branding colours, or custom URL on a Baseline site

Can I add custom branding to my site?

These are the supported formulas for Custom Formula fields in Baseline.

Supported Formulas and Argument Structures

How to set up a user as both borrower and investor in Baseline

Can a borrower and investor use the same email address?

Footer and Terms Samples

Opening Links in a new Tab

Payment Calculations

Key definitions for metrics included on your Baseline Dashboard.

Dashboard Overview: Key Definitions

These are articles contain general reference 

Reference

Status

Trust and Compliance

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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