Dispositions and Document Categories

Dispositions are used when completing stop and end points in a process template. For example, a user may select a disposition such as Bad Credit or Declined when a No decision is a result from a Stop point, or a user may select a disposition such as Approved or Booked when completing information for the end of a process. Dispositions can be added and managed after selected Manage and Configuration in the left pane.

Document categories are used to manage custom data items when collecting documents. Examples of categories are collateral, credit, and legal.