Bulk Generation of Documents for User Identified Contracts

See the attached document for details. 

The attached document provides the ability to batch generate and email documents for a group of user identified contracts. It also allows generating and sending a reminder to that group to sign and return the documents. This can greatly reduce the amount of time it takes to generate and send the same contract addendum documents and reminders to many different customers. 

Users are able to identify which contracts to “batch up” by using the existing Pool ID field in the Contract Explorer Header and generate the necessary documents for the group through the Document Generation functionality on the Tasks menu. 

After generation, the batch can be emailed or printed. The documents are stored in the contract and customer account document repositories, as well as the batch being stored in the Tasks menu - Global Repository. 

Click here for a video that covers this process. 

• Related Articles

• How to build a new User in ASPIRE v5

  See Attachments for more information: 1. BASIC version of these instructions with screenshots. 2. DETAILED version of these instructions with explanation of all fields. 3. Video that walks through building a new user in Detail. Click Here for the ...

• DocuSign Integration User Guide

  Please see Attachments to download the guide. This article is the holding place for the most recent version of the ASPIRE v5 - DocuSign User Guide. Throughout the Knowledge Base there are also individual articles on relevant topics related to this ...

• Bulk Contract Update - Processing Bulk Contract Sales

  The attached document outlines the steps to process existing or new Bank Funding and Discount Pools The purpose of the document is to provide an overview of processing a bulk Contract Sales procedure. ASPIRE has tools available to automate this ...

• How to Re-activate an ASPIRE user

  An ASPIRE user could be de-activated due to multiple inaccurate password attempts OR could have been de-activated due to a period of leave from the company. Do NOT build the user again, as the user will still be in the ASPIRE site configuration. All ...

• Bulk Processing of Payment Extensions

  See attached document for details. In response to the increased number of borrower payment deferment requests, LTi has developed an add-on utility that allows bulk modifying multiple contracts for payment extensions.