Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Column

Insert excerpt
The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
nopaneltrue


Column

This article shows how to produce Bank of Queensland  (BOQ) documentation from The Finance Shop.

When you have entered all of the details for the application and you are ready to produce the BOQ documents you run Smartdocs.

Image Modified


When you start SmartDocs you will see the following screen;


Image Modified


Click Next and the Selection of financier screen will be displayed.



Info

At present only the Bank of Queensland Equipment Finance Ltd documents are supported.



Image Modified


Ensure Bank of Queensland Equipment Finance Ltd. is selected and click Next. The Select Applicants/Guarantors screen will be displayed.

Image Modified

In the Select Applicants/Guarantors screen you can double click on any of the roles fields to toggle the Image Modified off or on.

When you have set the relevant roles click Next. The Selection of documents screen will then be displayed.


Image Modified

This is the screen where you select the documents that you want to produce. To select a document follow these steps

Image Modified


  1. Select whether you want to create a Comment or History record. Use Spacebar to toggle between Yes and No.
  2. Select the Document Group that the document belongs to.
  3. Select the document that you want to produce and double click on it.
  4. The document will be added to the Selected Documents section. You can repeat the process for all the documents that you wish to produce.
  5. When you have selected all the documents that you require click on Next.


The selected BOQ  documents will then be produced;

Image Modified