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Data import and export
Exporting files to other applications
To export files to other applications:
Open the prospect, borrower, or co-borrower file that contains the information to
1
export.
Select File > Export to > Other App (using export template).
2
Select the Save in directory.
3
The default directory is c:\PNTTMPL\dataexp.
Select the export template to use and click Open.
4
If an output data file (the file where the data is being exported) was specified in the
template you selected, the export is automatically initiated when you click Open.
If an output data file was not specified, the
is displayed.
Enter the full file name and path (for example, c:\leads\pointimp.txt) in the
5
field or locate and select a file.
Click Save to initiate the export process.
6
The data in the current file is exported using the selected export template.
Exporting files to Point for DOS
To export files to Point for DOS format:
Open the prospect, borrower, or co-borrower file that contains the information to
1
export.
Select File > Export to > Point for DOS.
2
Select the Save in directory.
3
The default directory is c:\PNTTMPL\dataexp.
Enter a file name in the File name field.
4
Select the file type from the Save as type dropdown list.
5
Click Save to initiate the export process.
6
The file is saved in the specified directory.
440
Prerequisite
You must create an export template or modify an existing template
before you can export any loan files.
Related information
For more information about creating export templates and specifying
which application to export to, refer to
templates, on page 363.
Specify an Output Data File
Creating and editing data export
dialog box
File Name
Calyx Software
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