How do I set up options for autoselecting the Commercial Loan Agreement?

1.      Open the administration function of ComplianceOne.

2.      Select Document in the left navigator on the Lending tab.

3.      Double-click the document policy where you want to set up Commercial Loan Agreement options.

4.      Select Commercial Loan Agreement in the left navigator.

5.      Choose the Always autoselect or Autoselect when loan amount is greater than or equal option from the drop-down lists for Multiple Advance and Single Advance loans.

6.      Select the This selection can be changed at transaction time if applicable. If selected, a Miscellaneous Questions displays in lending allowing you to change the Commercial Loan Agreement option.

7.      Click Finish.

8.      Publish your changes. Refer to the How do I publish? topic for instructions on publishing.