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Q: Can I edit the type of documents I request from my client?

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Written by Kevin Lezette
Updated over 2 years ago

Yes, you can edit, delete, or add conditions as needed. Go to the Conditions tab (in the Underwriting collection), then click Add to create a new condition.

To edit an existing condition, click on the condition and click on edit to make changes or delete if you want to delete the condition.

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