If you don't see the document you need to request from a borrower on the drop down list Jupiter provides, you can create your own custom request.
Note: you must be a team admin to access the team settings.
Creating a custom document will allow you to use it for all future deals (it's saved in your document request library).
How to create a custom document request:
1. Click on "Settings" from the top menu.
2. Select "Documents" on the left menu
3. Click on "Add additional request"
Screenshot: Displays the Documents section in Settings and the location of the Add additional request link.
4. Fill out the form fields and save your custom document.
Screenshot: Displays the form fields and Save custom request button in the Document details page once you clicked the Add additional request link.
Your new custom document will now be available to be requested in all deals and you can add it to your Smart Docs menu if you so choose.
Screenshot: Displays the newly created custom document option in the drop-down menu when you create a new document request.
Note: You can also do this from the "Document" section of an application by clicking on "New request" and then on the "Create a custom document". You will be taken to the Document library. Follow the steps above to add the custom document.
Screenshot: Shows alternate way to access the Create a custom document link after clicking New request from the Document section of an application.
How to edit, duplicate or delete custom document requests
1. Click the "Settings" gear icon on the top menu
2. Select "Documents" then choose "Documents library"
Screenshot: Displays the Settings, and Documents library links accessed by clicking the top Settings and side Documents links.
3. Find the request you want to edit in the list of documents in your library. Expand the custom document request's accordion by clicking the "+" button.
4. Click the "Edit Details" button to make changes to the form fields and save.
5. Or you can also choose to "Duplicate" or "Delete" a custom document request.
Note: Editing a document request will translate the changes immediately to all existing instances. For example, let's say you created "Pay Stbs" (a typo) and wanted to correct it to Pay Stubs. Once the edit has been made, the correct document title will show for all borrowers you've already requested the document from.
Should you require further help please click on the chat button in the app or email support@jupiterlos.com.