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b
c
d
e
f
g
h
To insert a trail document, select an existing document on the list and click Insert.
3
The
Complete the dialog box as described in
The new entry is inserted above the entry that was selected when Insert was clicked.
To edit a trail document, select the document to edit and click Edit to open the
4
Document Entry
Edit the entries and click OK.
To delete a document, select the document to delete and click Delete.
5
To change the sequence of the documents, select a document and click the Up or
6
Down button to move the document up or down in the list.
Point User Guide
The
Trail Document Entry
Select a document to track from the Document dropdown list.
Enter the date the document was requested and who made the request. Click the
Cardex icon to use the Cardex database to populate the
Enter the document reference number in the
Enter the date the requested document was received, select the shipping vendor
or method that was used to send the document to the requestor from the Shipped
by dropdown list, and enter the shipment tracking number.
Enter the date the document was sent to the investor, select the shipping vendor
or method that was used to send the document from the Shipped by dropdown list,
and enter the shipment tracking number.
Enter the amount of the late fee charged to the lender for late or non-delivery of
the requested document, the date when the fee was assessed, and the date the
fee was paid.
To add multiple documents, click Add & New. When you have finished adding
documents, click OK.
Trail Document Entry
dialog box.
Refer to Chapter 19,
about using the Cardex database.
dialog box is displayed.
Ref No
dialog box is displayed.
Step
2.
Related information
Contact management
(Cardex), for information
Tracking loan sale responsibilities
field.
Source
field.
Trail
269
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