ezidox Collector FAQs

Is there a list of lenders and can I include my lender if they are not on the list?
Currently the lodge functionality will submit the documents to the lender by sending them via email.  Yes there is a list of lenders and if you lender...
Fri, 25 Nov, 2016 at 12:10 PM
How do I create a Document Request for senders whose information will be provided by a 3rd person?
A common scenario, is where the collector has a Document Request with 2 applicants (e.g. husband and wife), but their accountant will take care of the doc...
Fri, 25 Nov, 2016 at 12:16 PM
Is there a document list for each specific lender?
A specific lender template is not configured yet.  You can configure your own template list to match Lender's requirements.
Fri, 25 Nov, 2016 at 12:16 PM
How can I add or remove the document template from the group?
To add or remove the document template from the group? Please follow the below steps to add or remove the document template from the group. 1. Go-to...
Wed, 20 Jun, 2018 at 3:16 PM
How to Split and Delete Uploaded Documents
To Split and Delete Uploaded Documents, Please follow the video below: If you still having queries on Split and Delete Uploaded Documents, Please contac...
Thu, 2 Nov, 2017 at 5:09 PM
I cannot see the Document Requests under my account. Why?
This occurs when Applications have been created by other members of the team but are not shared with you To see all the document request created by othe...
Wed, 28 Nov, 2018 at 5:32 PM
What is Visibility in custom documents
Visibility: Three levels of visibility are currently available. Fully Visible to Customer: The document can be uploaded and is fully visible for both, ...
Mon, 12 Nov, 2018 at 12:07 PM
How do i add New Users Into My Account
Go to your Profile icon--->Settings Select the option Users from the Left side menu Click on Invite New Collector  Enter the necessary details and Se...
Thu, 28 Mar, 2019 at 12:59 PM
How to Cancel my account
We're  sorry to see you go,hope you give us an opportunity to work with you in future. Follow the below steps to cancel your account Go to your...
Tue, 23 Apr, 2019 at 11:02 AM
How to customize the email notification templates
Ezidox comes built in with standard email templates that can be used. However, you might want to configure the email template or create new ones. This guide...
Wed, 15 May, 2019 at 1:19 PM