8122 Interview Configuration: Setting Conditions on the Document Template

The Document Template Conditions feature lets administrators control which document requests appear to borrowers based on key loan details (like loan purpose). This keeps the borrower’s experience cleaner and more relevant, while helping your team collect the right documents the first time.

Adding / Editing Conditions to Documents

1. Log in to Zenly (https://www.calyxzenly.com).
2. Select the User Profile icon from the top right corner of the screen.

      3.    Select Interview Configuration.

    4.    Select Document Template from the left navigation panel.

    5.    From the Document List, scroll down to the document for which you want to add or edit a                 condition.
                •    If no conditions exist, you will see an Add Conditions button.
                •    If a condition exists, you will see an Edit Conditions button.
    6.    Click the Add Conditions or Edit Conditions button.

    6. From the Conditions window, select the circumstances for which this document should appear.

For example:
    •    Select All - makes all conditions available.
    •    Loan Purpose > Purchase - makes the document appear only for Purchase loans.

   7.    Click the OK button.