Revising Financing Forms and Spreadsheets

Choose the forms and spreadsheets that best fit your loan application. You can review a complete list of financing forms and financing spreadsheets.

Review each section of the document for accuracy. Revise, add, and delete information as necessary to fit your project. Text specific to each project is formatted in blue, making it easy to change critical information in your documents. Revise this text to meet your project needs. Change blue text to black when you are finished editing the forms.

Financing documents include all the features of UDA Document Management, which eliminates data entry tasks by connecting documents to your central ConstructionSuite database. Document Management also includes additional automated features designed to enhance the functionality and appearance of your documents.

Learn how to use UDA Document Management.

• About UDA Document Management

• Using the Document Management Wizard

• Using Standard Document Management Templates

• Using Password Protection in Document Management

• Enabling or Disabling Tip of the Day

• Showing and Hiding the Document Wizard

• Setting Letterhead Options

• Auto-setting Activities in Document Management

• Designating the Default Document Style

• Selecting a UDA Document Style

• Creating a Letterhead in Document Management

• Editing Headers and Footers in Document Management

• Inserting a Signature in Document Management

• Inserting Watermarks in Document Management

• Selecting Paper Size in Document Management

• Changing All Text to Black in Document Management

• Creating Custom AutoDocs