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Document Generation

How to create standard document templates by uploading fillable PDF files.

Overview Of Document Templates

DigiFi’s platform includes the ability to create standard document templates by uploading fillable PDF files or creating HTML-based templates. These templates can then be used to automatically generate dynamically populated documents for applications.

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A fillable PDF is an interactive document that includes certain fields that are editable.

You can create multiple templates for a single loan product and utilize them across various workflows. The document generation process can be done within an application or using automation.

PDF Document Template

Creating A New PDF Document Template

To create a new PDF document template:

  • Navigate to Lending Setup > Loan Product > Documents > Document Templates.
  • Click New Template > Upload Fillable PDF.
  • Provide a fillable PDF, Template Name (required), and Description (optional).

PDF Document Template Configuration

Once your fillable PDF is uploaded, you’ll be automatically redirected to the field mapping configuration. You’ll see the following information:

  • Template Data Field
  • Field Type:
    • Text (Number, Date, Email, Text, Monetary, etc.)
    • Checkbox
    • Radio button
    • Select
    • Multi Select
  • Variable Used

PDF Document Field Mapping

After making sure that all fields are correctly imported from your fillable PDF to DigiFi, start mapping the template data fields with DigiFi variables, values or formulas:

  • Click on one of the template data fields.
  • In the pop-up that appears, select an option from the dropdown list (variable, value, formula).
  • Add variable, value or formula.
  • Click Save Changes.

If you want to add a formula, by clicking the "Gear" icon, you can use our rule-building tool to create a simple rule with a single comparative condition and convert the logic into a formula. You can also create a more complex formula using DigiFi’s formula language.

HTML Document Template

Creating A New HTML Document Template

To create a new HTML document template:

  • Navigate to Lending Setup > Loan Product > Documents > Document Templates.
  • Click New Template > Create HTML Template.
  • Provide a Template Name (required), and Description (optional).
  • Click Create Template.

The system will:

  • Create a new empty HTML template.
  • Navigate you to the template editor.

HTML Template Editor & Capabilities

Within the HTML editor, you can:

  • Add and edit HTML content
  • Apply custom styling and layout
  • Insert application variables, including table variables, calculated variables, and system fields

HTML templates can reference any application variable, calculated variable, or system field, and allow full control over document layout and styling. For more information on referencing variables and using helpers, see the Developer Guide.

Generated documents are produced as non-editable PDFs and saved under Application > Documents.

How To Edit A Document Template

To edit a document template:

  • Click on the three dots next to the template’s name.
  • Click on “Edit Template”.
  • Make appropriate changes.
  • Click on Save Changes.

How To Archive A Document Template

To archive a document template:

  • Click on the three dots next to the template’s name.
  • Click on “Archive Template”.
  • Confirm that you want to archive the template.

Updated 3 days ago