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.
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.