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How do I update an application with a new template In LoanBeam?

On the Dashboard, highlight the subject application. At the top of the detail panel on the right side, click the “EDIT” button. This now allows you to edit the information of the application.

If you want to run the application with a new template or re-run it with an updated template, simply head down to Select Template for Output section of the right panel.

If you want to re-run the file with an updated template that has the same name, uncheck that template and recheck it. If you're going to add a template or change the template, select or uncheck the template you want or do not want.

Once done, click on the Update button to apply the changes. Your application will be processed with the additional template.

Note:

It usually takes around 30 seconds for changes in templates to be processed.

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  • 16-Aug-2022
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