{"id":12463,"date":"2026-08-20T15:52:56","date_gmt":"2026-08-20T15:52:56","guid":{"rendered":"https:\/\/www.coxautoinc.com\/deal-central\/?post_type=resource&#038;p=12463"},"modified":"2026-08-20T18:27:36","modified_gmt":"2026-08-20T18:27:36","slug":"digital-deal-jacket-add-dealer-forms-that-match-deal-criteria","status":"publish","type":"resource","link":"https:\/\/www.coxautoinc.com\/deal-central\/resources\/digital-deal-jacket-add-dealer-forms-that-match-deal-criteria\/","title":{"rendered":"Digital Deal Jacket: Add Dealer Forms that Match Deal Criteria\u00a0"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Released: 8.18.2026&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Overview<\/strong>&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Adding dealership forms to a deal can require users to locate and add documents individually. This update introduces a faster way to add applicable dealership forms directly from Digital Deal Jacket.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why It Matters<\/strong>&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This enhancement helps dealership teams manage deal documents more efficiently by automatically adding forms that match the deal and dealership setup.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add applicable dealership forms with a single click&nbsp;<\/li>\n\n\n\n<li>Reduce the need to search for and add forms individually&nbsp;<\/li>\n\n\n\n<li>Automatically match forms based on configured dealership criteria&nbsp;<\/li>\n\n\n\n<li>Receive status updates as documents are generated&nbsp;<\/li>\n\n\n\n<li>Prevent duplicate forms from being added to a deal&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What&#8217;s New<\/strong>&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Digital Deal Jacket now includes an Add Forms by Deal Criteria button that automatically adds dealership forms configured for your store and applicable to the current deal.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When selected, the system evaluates the deal and adds only the forms that meet the configured criteria.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Automatic Form Matching<\/strong>&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Forms are automatically matched based on dealership-configured criteria, which may include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Vehicle condition&nbsp;<\/li>\n\n\n\n<li>Product type&nbsp;<\/li>\n\n\n\n<li>Applicant type&nbsp;<\/li>\n\n\n\n<li>Lender&nbsp;<\/li>\n\n\n\n<li>State requirements&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Only forms that meet the configured criteria for the deal are added.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Deal Status Notifications<\/strong>&nbsp;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Users receive notifications throughout the process, including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When documents are being added&nbsp;<\/li>\n\n\n\n<li>When form generation is complete&nbsp;<\/li>\n\n\n\n<li>When documents have been successfully added to the deal&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How It Works<\/strong>&nbsp;<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Open the deal in Digital Deal Jacket.&nbsp;<\/li>\n\n\n\n<li>Select <strong>Add Forms by Deal Criteria.<\/strong>&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/content.coxautoinc.com\/wp-content\/uploads\/2026\/08\/image_1bdd6a.png\" alt=\"\" class=\"wp-image-10199\"\/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Deal Central evaluates the deal and identifies matching dealership forms.&nbsp;<\/li>\n\n\n\n<li>Applicable forms are added automatically.&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/content.coxautoinc.com\/wp-content\/uploads\/2026\/08\/image_bf7268.png\" alt=\"\" class=\"wp-image-10200\"\/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Generated documents appear in the Dealer Documents section.&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/content.coxautoinc.com\/wp-content\/uploads\/2026\/08\/DDJ-Add-Forms-Image-3.png?w=1024\" alt=\"\" class=\"wp-image-10202\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Additional Information<\/strong>&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Forms must be configured and active for your dealership.&nbsp;<\/li>\n\n\n\n<li>Existing documents are checked before new forms are added to prevent duplicates.&nbsp;<\/li>\n\n\n\n<li>If a generated form is not needed, it can be removed from the deal.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Released: 8.18.2026&nbsp; Overview&nbsp; Adding dealership forms to a deal can require users to locate and add documents individually. This update introduces a faster way to add applicable dealership forms directly from Digital Deal Jacket.&nbsp; Why It Matters&nbsp; This enhancement helps dealership teams manage deal documents more efficiently by automatically adding forms that match the deal<\/p>\n","protected":false},"author":1312,"featured_media":0,"template":"","categories":[1],"tags":[],"resource-format":[15],"topic":[],"resource-tags":[],"audience":[],"eligible-for-automation":[],"funnel-phase":[188],"lifecycle-of-automotive":[],"persona":[],"product":[],"program-series":[],"view":[],"date-of-release":[],"deal-central-feature":[29],"class_list":["post-12463","resource","type-resource","status-publish","hentry","category-uncategorized","resource-format-release-note","deal-central-feature-digital-deal-jacket"],"acf":{"enable_gated_content_template":false,"gated_template_variation":"","form_image":null,"gravity_form_title":"","gravity_form_sub_title":"","gated_gravity_form":false,"button_text":"","button_link":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Digital Deal Jacket: Add Dealer Forms that Match Deal Criteria\u00a0 - Deal Central<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.coxautoinc.com\/deal-central\/resources\/digital-deal-jacket-add-dealer-forms-that-match-deal-criteria\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Digital Deal Jacket: Add Dealer Forms that Match Deal Criteria\u00a0 - Deal Central\" \/>\n<meta property=\"og:description\" content=\"Released: 8.18.2026&nbsp; Overview&nbsp; Adding dealership forms to a deal can require users to locate and add documents individually. 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