Every Company is unique in terms of the Documents they require during the Application process. Use this Policy to set the various wording and criteria fitting to your corporate policy.
Step 1: Navigate to Administration→ Policies → Application Leasing→ Documentation
Select + New Application Documentation or into the existing Organization policy to make changes
This Policy is broken down into different tabs:
| Tenant IDs | Dependent IDs | Employment | Income | Assets |
|
Set How many IDs are required specifically for tenants, as well as the types of IDs allowed (ie Drivers License). Finally, you can add another setting making various ID's MANDATORY, PREFERRED or OPTIONAL.
Note- making ID's mandatory will force the user to have to upload a document. |
Same as above but specifically related to dependents. | Set the wording for each Income source for the Proof of Income document you are looking for. You can set proof of income as Mandatory or not which again will force the user to upload documentation | This refers to "other" income sources. Set the wording for each Income source for the Proof of Income document you are looking for. You can set proof of income as Mandatory or not | Set the wording for each Asset source for the Proof of Asset document you are looking for. You can set proof of Asset as Mandatory or not |
This Policy drives both the FINANCIAL TAB as well as the ABOUT YOU Tab in the Application Process. Example below:
