Business areaDocuments & KYC
Documents & KYC
Document Master
Maintain reusable product-specific document requirements for faster application setup.
Designed forOperations teams, Managers, and Employees
Available plansStarter, Professional, and Enterprise
What Is Document Master?
A central document master gives employees a consistent checklist for each configured product or application type.
Document Master works with Documents and Products as part of the wider DSACRM Documents & KYC workflow.
Why Document Master Matters
Document checklists become inconsistent when they are maintained in separate notes or employee files.
A Clear, Practical Workflow
- 01
Configure the document master.
- 02
Associate documents with products or workflows.
- 03
Use the resulting checklist during collection and review.
What You Configure
- Document names
- Product or workflow mapping
- Requirement status
What Your Team Gets
- Reusable checklist
- Consistent document requirements
Important to Know
- Requirements must be reviewed when lender or product policies change.
Common questions
Document Master FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Document Master in DSACRM?
A central document master gives employees a consistent checklist for each configured product or application type. Maintain reusable product-specific document requirements for faster application setup.
Who should use Document Master?
Operations teams, Managers, and Employees can use this capability within the Documents & KYC workflow.
Which DSACRM plans include Document Master?
Document Master is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Document Master?
Typical setup includes Document names, Product or workflow mapping, and Requirement status.
What does the team get from Document Master?
The supported outputs include Reusable checklist and Consistent document requirements.