individual requirements

:: Use Preview to the right of the document name to quickly review accurate completion of the document/form.

:: Use Fill In and Signto make edits, corrections, or adjustments to the document/form.



finishing requirements



:: Move the Reviewing toggle switch to Finished for each section when all information is complete and meets your approval. 


Please note: You can always edit a Finished Requirement by clicking the button again to go back to Reviewing mode. 



generate application package

:: Once you’ve marked all requirements as Finished, Generate Package in order to create the whole digital application, with table of contents, dividers, etc., to be submitted to the Processor. The application must be generated to submit it.


:: Once the package has been generated, you can always look at the fully completed package by clicking on the View & Print button on the right side menu bar.



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