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# How is the dynamic (alternate) Note-Consumer document selected?

ComplianceOne mortgage offers two variations of the Note-Consumer document:

- A ‘static’ version that is completed by checking boxes and completing blank spaces.
- A ‘dynamic’ version which is built based on the characteristics of the transaction.

To enable use of the dynamic note, follow the steps below.

1. In Administration, select the Account.
2. From the top menu, select Policies> Mortgage.
3. Select the Mortgage Documents policy.Note: If you want to retain the option to use the static Note-Consumer document, make a copy of the document policy and apply the following change to the copied policy.
4. Within the CLOSING DOCUMENTS section, scroll down and select the “Use the alternate version of the document(s) where check boxes and inapplicable content have been removed.” check box as shown below.

5. Click SAVE to save the change.

New transactions created using the Mortgage Documents policy will select the dynamic version of the Note-Consumer document.

For existing transactions, the dynamic (alternate) version of the Note-Consumer can be added by clicking the refresh button, on the Loan Definition page, for the Document Policy* drop-down as shown below.