1. LV Merge Docs – Deep Dive
Presented by: Robin Tufts
5/17/2018

2. Legal Disclaimer: Dates contained in this presentation are provided as estimates only and can be changed at any time at the sole discretion of Jack Henry & Associates, Inc. This information may not be incorporated into any contract and should not be relied upon in making purchasing decisions.
HANK YO FOR THE OPPORTUNITY TO SHARE JHA’S STORY

3. Welcome! Robin Tufts Business Analyst, Sr (417) 235-4114 ext 505725

4. Agenda Intro to Merge Letters Add a Table Create a Single Term Sheet
Multiple Facility Term Sheet

5. Session Setup Navigate to the Demo Site:
Login using the following credentials:
Bank: DEMO
Login Name: FirstInitial+LastName
Password: Temp123!
Navigate to My Settings
Download LoanVantage Word Add In

6. Session Setup LoanVantage Portal in one browser
LoanVantage Admin in another browser
Right mouse click on Setup (Administration) select Open Link in new Tab.

7. Requirements LoanVantage Microsoft Word Add-In Administrator User
Permission Needed:
AdminMergeDocSetup
Admin > Application > Documents > Merge Doc Setup
User
Permission Needed:
Depends on access
Documents > New Document

8. Merge Letters Use Applicable For: Covenant Facility File File Note
Lead
Loan
Party
Prereq Docs
Quick Decision
Recurring Docs

9. Merge Docs Save Merge Docs save to Engagements
Reason selected and Notes entered appear here
Can view the letter

10. Admin: Merge Doc Setup
Setting the Applicability identifies which merge codes should be available and where the letter can be created.
Note: If the letter is needed in more than one area (applicability) it needs to be created multiple times.
AKA: Applicability

11. Thank You Letter
Exceptions Management is specific to these applicabilities:
Covenants
Prereq Docs
Recurring Docs
Combines multiple exceptions into a single document by the correspondent. Only available from a work queue.

13. Create Thank You
Navigate to: Admin > Application > Documents > Merge Doc Setup
Click Add
Set your details
Save your letter
Letter Name: Thank You (Your Name – Use First and Last Name)
Set Applicability: File
Save then Edit Template

14. Create Thank You General > GCurDtStr and GBankName
Party Contact > PConformedName, PAddrBlock and Psalutation
File > FOffName, FOffTitle, FOffWorkPhone and FOff

15. Click LoanVantage Save for the Template to save directly to the Merge Template
Note: Be sure to click OK to close the open Saved dialog box.

16. Run Thank You Loan Request File Documents > New Document
Merge Document Drop Down > Select Saved Letter and Run

17. Prerequisite Conditions Letter
Navigate to: Admin > Application > Documents > Merge Doc Setup
Find Letter & Edit
Copy
Change Applicability
Rename & Save
Letter Name: PreCond (Your Name)
Set Applicability: PrereqDocs
Save then Edit Template

18. Listed Table Options Show/Hide Table Gridlines
Click in Table > Layout > View Gridlines

19. Show/Hide Table Gridlines
Click in Table > Layout > View Gridlines

20. Table Borders Right mouse click on table > Table Properties
Select Borders and Shading
Select or deselect where the borders should or should not appear.

21. Show/Hide Table Gridlines
Click in Table > Layout > View Gridlines

22. Listed Table with Lines
Insert a table with 2 columns and 2 rows.
Enter the title of the table in the top left cell.
In the 2nd row in the left column, select under Tables Merge > Prerequisite Documents Table Start immediately followed by PRDDocName under Prerequisite Required Docs.
In the 2nd row in the right column, select under Table Merge > Prerequisite Documents Table End.
Adjust table lines to only appear on the left column.

23. Show/Hide Table Gridlines
Click in Table > Layout > View Gridlines

24. Bulleted List Table without Lines
Insert a table with 1 column and 2 rows.
Enter the title of the table in the top left cell.
In the 2nd row in the left column:
Click Bullets on the Home tab in the Paragraph section.
Select under Tables Merge > Prerequisite Documents Table Start immediately followed by PRDDocName under Prerequisite Required Docs followed by Prerequisite Document Table End under Tables.
Remove Table lines.

25. Run Prerequisite Condition
Loan Request File > Tracking > Required Documents > Prerequisite Conditions
Documents > New Document
Merge Document Drop Down > Select Saved Letter and Run

26. Commitment Letter – Single Facility
Navigate to: Admin > Application > Documents > Merge Doc Setup
Find Letter & Edit
Copy
Change Applicability
Rename & Save
Letter Name: Cmmt (Your Name)
Set Applicability: Facility
Save then Edit Template

27. GTodayPlus45: Today’s date plus 45 days

28. Commitment Letter Table
Table Starts and Table Ends are added for Guarantors and Collateral. This is used to list these items within the cell.
Expanded merge menus:
G: General
FC: Facility
GUAR: Person Guarantor
C: Collateral

29. Commitment Letter Signature Lines
Insert two tables, 1 for Borrower signatures and 1 for Guarantor signatures
BORR: Person Borrower
GUAR: Person Guarantor

30. Commitment Letter Signature Lines
Insert Table > 2 Columns & 1 Row
Borrower:
In the left column, select under Tables > Borrowers Start followed by BORRFullName under the Person Borrower menu.
Press the Enter key two times and create a signing line with Shift + the underscore key.
Type “By:” and “Its:” under the signing line.
In the right column, press the Enter key two times and create a date line.
Type “Date” followed by Borrowers End under Tables.
Guarantor:
Follow the above except use Guarantors Start and Guarantors End for the Tables and GUARFullName under the Person Guarantor menu.
In the left column press the Enter key three times and create a date line.

32. Commitment Letter – Multiple Facility
Navigate to: Admin > Application > Documents > Merge Doc Setup
Find Letter & Edit
Copy
Change Applicability
Rename & Save
Letter Name: Cmmt2 (Your Name)
Set Applicability: Facility
Save then Edit Template

33. Insert a single row table with 3 columns.
Right mouse click on the table > Table Properties > Options > Uncheck Automatically resize > Click OK.
Click Borders and Shading > Select None > Click OK > OK.

34. Left column > Tables Merge Code > Facility Table Start
Right Column > Tables Merge Code > Facility Table End
Make the left and right columns as narrow as possible.
Cut and Paste the facility table previously made into the center column.

35. Scroll down to the Signers section
Scroll down to the Signers section. Insert a single row table with 3 columns.
Right mouse click on the table > Table Properties > Options > Uncheck Automatically resize > Click OK.
Click Borders and Shading > Select None > Click OK > OK.

36. Left column > Tables Merge Code > Facility Table Start
Right Column > Tables Merge Code > Facility Table End
Make the left and right columns as narrow as possible.
Center Column > Add Merge Code FCFacilitySeqID under Facility.
Cut and Paste the signers table previously made into the center column.

37. 15. LoanVantage Save

38. 16. Return to the Merge Letter in Admin > Edit > Change Applicable For from Facility to File. Save.
This allows the letter to run from the File and produce all facilities in the same merge letter.

39. Run Multiple Facility Commitment Letter
Loan Request File
Documents > New Document
Merge Document Drop Down > Select Saved Letter and Run

41. Additional References
Administration Guide
Merge Code Descriptions
Merge Documents Handout
How to create a single merge document for multiple facilities
Copies of Letters Made Today!

42. Thank you!
Any questions? You can find me at (417) Ext