After generating documents, can they be deleted and regenerated (e.g., if province was wrong)?

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• Can users upload documents for both spouses (e.g., two pay stubs) in one section?

  Yes, multiple documents can be uploaded per document type. Use clear file names to identify each client.

• Can we choose a custom date range (e.g., Q1 2024) instead of preset periods on the dashboard or deal list?

  Not yet. Only preset filters (e.g., last 12 months) are available, but custom ranges may be added in the future.

• How is the documents list generated?

  The documents list is generated based on the application type. It has been updated for residential, commercial, and private deals so that only the relevant documents and folders are created (e.g., purchase or refinance).

• What happens if changes are made in Scarlett but not in Veritas (e.g., rate updates)?

  Changes made in Scarlett are only updated in Veritas when you choose Refresh from Scarlett. Fields from Scarlett that are not editable in Veritas will be updated. Therefore, fields that have been updated in Veritas will not be overwritten by ...

• Will there be backup support (e.g., phone support) for technical issues, or is email the only option?

  Currently, email support (veritas@orbismortgage.ca) is the only option. The team is making it a priority to respond to questions as soon as possible.