This article will teach you what to look for when creating doc titles to make sure they are visible
Adding to your setup allows you to expand your standard templates and simplifies requesting more documents from your borrower. You will not have to add custom doc titles and will have more options for customizing future deals.
If you had added doc titles, but they are not visible or are not adding using the add doc titles menu, you likely missed a step in the setup process. The key is to confirm you updated both the doc title mapping and also the groups. In doc title mapping, make sure to pick the correct type and process and ensure that the new doc titles are included on the right side in the proper step of the process.
For groups, go into each group, and ensure they have updated permissions to view the documents. Select the checkbox next to the new doc titles then hit save. This should clear up any issues with adding the doc titles to your checklist. If you have any issues seeing or adding doc titles, please contact your Cirrus support representative.