MCA Suite allows you to store a template with "tags" in Microsoft Word, Microsoft Excel or Adobe PDF formats. Using the template, MCA Suite will pre-fill the document with data you have input into MCA Suite.
Here are a few short instructional videos to show you how to create documents (in MS-Word and PDF) directly from MCA Suite:
* Document Merge for PDF files
* Document Merge for MS-Word files
Once the templates have been uploaded, you will find a "Document Merge" tab associated with each Deal you created. Using the Document Merge function, MCA Suite will be able to create prefilled merchant cash advance applications, credit score authorization forms, cash advance contracts, etc.
Reference the attachment at the end of the article for the merge code library.