Set up documents and communications

Review Harbour Finance's maintained templates and the saved outputs for Alex Morgan's application.

Time

30–45 minutes

You need

A lending product, template and communication permissions, enabled providers, approved wording, and a test application with safe recipients.

Result

An agreement generated with application data, and approval email and SMS messages sent and recorded on the application.

Confirm the application data paths

1. Open Administration → Products and select the lending product.
2. In Document Templates, select Preview Data.
3. Enter Alex Morgan's application reference and reload the preview, or use another application containing the data required by your templates.
4. Find the exact keys for the values required by the agreement. The downloadable sample uses quoteNr, issueDate; the selected submitter party's fullName and address.addressLine1 through addressLine3; the borrower's contractee.firstName, contractee.lastName, contractee.code, contractee.contacts, and contractee.address; the vehicle fields make.value, model, manufactureYear, and annualMileage; and the paymentSchedule collection with installmentNr, dueDate, lines.principal, lines.interest, and amount.
5. Copy the preview when it helps you compare the data with the source document.

Finsaku placeholders are enclosed by double curly brackets: {{ and }}. A regular field therefore appears as {{quoteNr}}. A collection loop begins with {{#paymentSchedule}} and ends with {{/paymentSchedule}}; fields inside the loop are relative to the current item. Use the exact keys shown by Preview Data, including their casing.

The sample reads Harbour Finance's legal name and address from the submitter party selected on the application. If the submitting party is not the lender in another workflow, use the lender path shown by Preview Data instead.

For background on fields, loops, and tables, see DocuGenerate's merge-tag guide.

Upload the agreement

Templates belong to the product rather than one product version. Updating a template changes later output; it does not alter documents or messages already stored.

Download the Finsaku sample loan agreement. It contains dynamic Harbour Finance legal details, the Vehicle details fields configured in Build reusable lending data, regular agreement fields, and a repayment-schedule addendum. Replace the sample wording with the organisation's approved agreement before using it.

1. In Document Templates, select Add Template.
2. Choose the agreement DOCX and enter Loan agreement as the Template name.
3. Select Upload and wait for it to complete. The named template and its loaded thumbnail should appear under Document Templates.
4. If your product's Preview Data uses different or additional paths, update the source document and upload it again before generation.

Add the approval email

Use the application Email Templates section because approval occurs before Lend creates the loan. The corresponding loan section is for messages sent after lending.

1. Select Add Template.
2. Enter Application approved as the Name.
3. Add an approved subject and message. Insert changing values only with paths confirmed in the application preview, for example Application {{quoteNr}} has been approved.
4. Under Generate and Attach, select Loan agreement.
5. Select Add, then reopen the template and confirm the subject, message, and attachment selection.

The agreement is generated from current application data when this email is prepared.

Add the approval SMS

1. In the application SMS Templates section, select Add Template.
2. Enter Application approved SMS as the Name.
3. Enter concise approved text, for example Application {{quoteNr}} has been approved.
4. Select Add and reopen the template to confirm the saved text.

The 160-character guide appears when the SMS is prepared. Substituted values and character encoding can change the final length and provider segmentation.

Generate and send from an application

Selecting Send makes a real provider request. Check the resolved recipient and content before committing either message.

Open Alex Morgan's Vehicle Finance application in Workspace and confirm that its visible values match the template scenario.

1. Select Generate Document, choose Loan agreement and PDF or DOCX, and choose the attach option when the file must remain on the application. Select Generate. Open the result and check that the application reference, date, and repeated schedule rows are resolved and the generated file is visible under the application's documents.

Generate Document produces the agreement from the current application and, when selected, stores it with the application.

1. Select Send Email, enter the safe recipient confirmed from the application's borrower contact data, and choose the enabled email provider and Application approved template. Confirm the resolved subject, message, and Loan agreement attachment, then select Send. A successful submission closes the form and the email appears in the application's communication history; provider delivery evidence remains with the provider.

The prepared email shows the resolved recipient and subject together with the generated agreement attachment before it is sent.

1. Select Send SMS, enter the safe recipient confirmed from the application's borrower contact data, and choose the enabled SMS provider and Application approved SMS template. Confirm the resolved text, then select Send. The sent message appears in the application's communication history with its current status.

The saved communication entry shows the resolved recipient and message together with the current Delivered status.

Troubleshooting

What you see	Check
A template section or provider is absent	The corresponding integration is enabled and the user has the relevant template or send permission.
A field is blank or remains as a placeholder	Reload Preview Data with the same application reference and correct the exact path in the source template.
The agreement is not attached to the email	The email template's Generate and Attach selection and the enabled Document Generation integration.
A send result is uncertain	Check the application's communication history and provider evidence before sending again.

Continue with Add event-driven triggers when the same outputs should run automatically after approval. Use Document and message templates for the full template reference.