Generate Document Button – One Click to Create, Download & Send Documents

Effi Has Done It Again—Document Management, Simplified!

Say goodbye to jumping between Request Document, Download, and Generate Documents. Previously, client documents were scattered across multiple tabs and required several clicks to complete simple tasks.

Now, Effi brings it all together with one powerful, easy-to-use button. With just one click or two, you can now generate, download, email, or e-sign any client document—right from one central location inside the lead.

Best of all, this can be fully tailored to suit your team’s workflow.

How Brokers Are Using It

• Generate SOCA button—Instantly download a client pre-filled Statement of Credit Assistance
• Asset Finance Documents—Trigger a document collection request with your Asset Finance Template
• Generate Documents—Send/Download/Generate any frequently used document in one click, like the Credit Guide and Privacy Consent, Credit Proposal, etc.

This gives your team a reliable, consistent, and time-saving way to generate the documents you need—right when you need them.

How It Works

Let us know what your team needs—we’ll tailor the dynamic button to suit your workflow.

• Document Name

  Name that will appear inside the Generate Documents menu. If needed, you can request a separate or dedicated button (e.g., Generate SOCA) that triggers a specific document.

• Document Template

  You can use our standard template or provide your own branded version.

• File Format

  Let us know whether you'd like the document generated or downloaded in Word (.docx) or PDF format.

• Destination and Actions

  The button can be configured to do any of the following:

  • Download the file immediately
  • Trigger an e-signature request
  • Send the file to your client via email (this action is also available under the Documents tab)
  • Trigger a document collection request

Why You'll Love It

• Faster process – No more searching for the right action
• Fewer steps – Just select and click
• All-in-one—Download, email, or send for signature—all from one screen
• Always up to date – Uses the latest mapped templates and lead data