Disclosure documents are defined by each financial institution and are sent to the applicant via email as attachments. Disclosure documents can only be sent as PDF files and the maximum size of an attachment is 10 MB.
Caution
The name of the document cannot contain another period (.) other than the one before the file extension. Gro takes everything to the right of the first period it finds and treats it as part of the file extension, which will result in an error, as Gro only accepts .pdf as the file extension.
Keeping in mind these limitations, you can log into the Gro Admin Portal and upload updated PDF file attachments as needed. You can see a list containing available documents and their IDs (the IDs can be used to define how the documents are used).
To add disclosures documents:
-
Log into the admin portal with Configuration Specialist credentials. Navigate to the dropdown menu and select Documents.
-
Navigate to the dropdown menu and select Documents.
-
Select Upload File.
-
Navigate to the file location for the files and select and add the file or files you want to upload. Once the upload is complete, the filename will show on screen. Select Upload again, if needed, to complete the process.
-
Once the upload is complete, the filename will show on screen. Select Upload again, if needed, to complete the process.
-
Link the attachment to either the product or the global configuration.
-
To link the attachment to the global configuration, navigate to the
webapp.products.commonSettingsType ID, and edit the discDocs key value to include the document IDs for the desired PDF attachments, separated by commas, that were assigned in the Documents dialog when you uploaded the files. -
To link to the product configuration, navigate to the
webapp.products.productDescriptionType ID, and edit the discDocs key value to include the document IDs for the desired PDF attachments, separated by commas, that were assigned in the Documents dialog when you uploaded the files.
-
For example:
"discDocs": {
"docs": [
3,
5,
6
],
"docStrategy": "combine"
}
|
JSON Attribute |
Description |
Sample Value |
|---|---|---|
|
|
An array of the disclosures IDs that will be included in this configuration |
[3, 5, 6]. Document IDs 3, 5, and 6 will be attached in the disclosure email. |
|
|
Defines how the documents will be attached to the disclosure email. The combine strategy merges the common and the specific ids configured in the common and specific product settings respectively. The replace strategy uses the common ids specified in the common settings only when there are no specific settings available, otherwise the specific settings override or replace the common settings. |
combine |
To replace outdated disclosure documents:
-
Within the Admin Portal, select Documents.
-
Select Update for intended document.
-
Navigate to where you have the files saved and click the file you want to upload to replace your outdated document.
Once the file is selected, the new document will automatically upload and will replace the old document. The document ID will stay the same and no changes in configuration are necessary.