Note: The article below is in text form and is useful for searching the knowledge base for features and terms, however the attached PDF is more readable due to the more advanced formatting of text and pictures. To read the manual in PDF form, click the attached link below. 

Document Management User Guide

Version 2023.10.18

1. Overview

A new feature is now available in SmartMCA that allows users to create and upload their own document templates into the system and then generate documents off of those templates. The feature is available for applications and deals. This user guide provides instructions on accessing and creating documents for deals and applications. As well as emailing, downloading and searching for documents.

Contents

1.      Overview.. 1

2.      Application Documents. 2

2.1.       Accessing Application Documents. 2

2.1.1.        Adding Documents. 2

2.1.2.        Emailing, Downloading and Searching for Documents. 5

3.      Adding Documents to Deals. 5

1. Application Documents

   1. Accessing Application Documents

1. To begin, navigate to the 'MCA Deals' section.  
2. Click on 'Applications' and locate the specific application you're working on.    
3. Double-click on the application to open it.

Figure 2.1‑‎2.1.1‑1 Accessing Application Documents

1. Adding Documents

1. Within the application, find the 'File Uploads' tab.
2. Click the 'Add Document' button on the right.  
   
    

Figure ‎2.1.1‑1 Adding Documents

3. Choose to add a template or upload a file manually from the dropdown. These two options are used as follows: 
   1. Upload File Manually: Upload a file manually from your computer. 
   2. Generate Document from Template: Choose a template from the system to generate document.

Figure ‎2.1.1‑1 Add Document dialogue

Note: Either choice will upload the document and store it in the File Uploads section.

4. For the Generate Document From Templateoption:
   1. Choose a template from the dropdown.
      
       

Figure ‎2.1.1‑2 Templates List

1. Add custom document inputs (if required).
2. Choose an output format (PDF or Word).
3. Add a description (optional).
4. Click Generate.

Figure ‎2.1.1‑3 Template Options

1. Emailing, Downloading and Searching for Documents

1. To email a document, click the checkbox for one or more documents and click Email. Fill in the email addresses you wish to send to and click the Email button.
2. To download documents, select one or more documents and click Download All. 
3. To search for a document, type in the document title into the search bar of the document name, or if you created a description, search for that in the description search bar.

Figure ‎2.1.2‑1 Email, Download and Search

1. Adding Documents to Deals

1. Access 'MCA Deals' and double-click on the desired deal.  
2. Click on the 'Related Docs' tab. 
3. You will find the same layout of buttons and options for adding documents described in section 2.2 above.

Figure 3‑‎2.1.2‑1 Adding Documents to Deals