Transaction Templates
An administrator can select Transaction Templates to maintain and update transaction templates used for an organization's default business processes and product offerings.
For Help information, select:
- What is the purpose of a template?
- How are parties used in a template?
- Are the options to indicate a party is being released or added available on the Parties page for defaulting in a template?
- What is the four-digit number that displays within the party row on the Parties page when I add a borrower, cosigner or guarantor to a template?
- Are Additional Signatures, Sellers, Landlords, Additional Lienholders and Trustees available on the Collateral Details page for defaulting in a template?
- Are Owners of Assets, Liabilities and Real Estate Owned available on the Financial Analysis page for defaulting in a template?
- Will updates to existing template impact existing transactions?
- What permission is required to access Template Maintenance?
- What permission is required for users to create a transaction from a template?
- Is the ability to apply field-level attributes to control behavior at transaction time available for defaulting in a template, for example required or read-only?
- How do I navigate back to the Template Maintenance Home page in ComplianceOne when I am done creating or making changes to a template?
- How do I navigate back to the Template Maintenance Home page in Vanceo Dashboard when I am done creating or making changes to a template?
- How do I associate a Vanceo Process with a template so that I can standardize which process is used with each transaction?