ezidox Collector FAQs

Is there a way to stop sending email notification to customers. Can we turn that off?
There are 2 options to stop sending notifications: For Senders:  There is an option available within "My Profile" where Senders can ...
Fri, 25 Nov, 2016 at 12:09 PM
I don't seem to have Lender Templates as shown on the tutorial?
In the document set section you can find a "Starter Template (demo)" template, that you can clone and use as a base to create your own templates...
Fri, 28 Jul, 2017 at 9:38 PM
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 to Edit a Custom Template
Please follow the below steps to edit a Custom Template. Add or remove the document template from the group? 1. Go-to Settings (Refer the below i...
Mon, 11 Nov, 2019 at 10:36 AM
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...
Mon, 30 Sep, 2019 at 12:41 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