How can you configure placeholders that always display on DocMan?

To configure placeholders that always display on DocMan, utilizing the Required Checklist in nCino Admin is essential. This approach allows administrators to create and enforce specific guidelines for documentation required in different processes, ensuring that the necessary placeholders are available for users. By setting up a required checklist, you can specify which documents or placeholders must be included in various workflows, thus maintaining consistency across the institution's documentation practices.

This configuration is pivotal because it not only mandates the inclusion of certain documents but also streamlines the user experience by providing clear expectations right from the start of a transaction. As a result, when users access DocMan, they will immediately see the relevant placeholders, facilitating adherence to compliance and efficient processing of documentation.

The other options do not provide the same level of systematic control over document placeholders that Required Checklists afford in the context of nCino's documentation management.