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8129 Zenly Interview Submission: Enable & Template Borrower Document Collection

This article explains how to turn on Document Collection in Zip and build a Document Template so borrowers can securely upload commonly requested documents after they submit their interview.

To enable Document Collection

  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 Configuration from the left navigation panel.

       

    5.    Check the Document Collection box at the bottom of the Detailed Settings section.

     

   6.    Click the Save button at the bottom of the screen.

The ability to collect documents as part of the interview has now been added to the end of the borrower's application process. For the borrower to view the list of items and have the option to upload their documents, you must create the Document Template.

To create the Document Template

  1. Select Document Template from the left navigation panel.

     

    2.    In the Document Name field, enter the name or title of the first item you would like the                       borrower to upload.
    3.    Use the Note content box to add any notes about this item.

For example, for a Driver's License/ID, you might enter: If you are completing the interview on a mobile device, you can take a picture of your item.

 

  4.    To add additional list items, click the Add New Document button.

   

Note: You can create up to 22 request items for the borrowers to upload. These are not mandatory items and cannot be made into hard stops but are optional for the borrower to upload.

    5.    Repeat steps 2 through 4 as for many times as desired to complete your list.
    6.    To remove any list items, select the item and click the Delete button.

   

     7.    Click the Save button at the bottom of the page when finished.

Summary

Enable Document Collection to give borrowers a secure, streamlined way to upload the documents you typically request right after interview submission—reducing back-and-forth, speeding up follow-ups, and keeping files organized. Use the Document Template to standardize what you ask for (with helpful notes), so borrowers know exactly what to upload and your team gets more complete submissions faster.