Tracking Basic Documents - Calyx Point 7 User Manual

Loan tracking
The status field is disabled if a predefined status is selected.

Tracking basic documents

To track the basic documents in a loan:
Open a prospect or borrower file.
1
Open the
2
Scroll to the
3
Edit an item:
4
a
216
• For more information about the information bar, see
on page 19.
• For more information about entering data from Cardex, see
Transferring database entries into a loan
Status and Checklist
Basic Documents
Double-click an item or click Edit to open the
add a user-defined document, select a blank field.
The field is disabled if a predefined document is selected.
Document
Related information
file, on page 451.
screen.
section.
Basic Documents
Information bar,
dialog box. To
Calyx Software