## How do I complete a form that is not autoselected at transaction time?
(For Lending Only)

1. Complete the loan until you reach Document Preparation.

2. Click the Document Preparation button.

3. Click the Add Document button.

4. Select the document and click the Add button.

n Enter filter criteria if applicable to narrow the list.

n Select Find from the Search menu to search for the document if applicable.

5. Complete data entry for the document if applicable.

6. Preview and print the document.

##### Notes

n ComplianceOne does not restrict the documents that can be added to a transaction and no validation is performed on the documents.

n You may encounter errors for dynamic documents if the transaction does not contain the appropriate information. For example, if you add a commercial document to a consumer loan you will encounter errors as the transaction data may not apply to a commercial document.