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Loan file overview
Click the Move button on the workspace.
4
The
5
Select a data folder, the file type (
6
following file naming conventions:
Preserve
Auto Filename
Manual Naming
Click OK to complete the move process and click Yes when prompted to confirm the
7
move.
Moving and copying loan files from an external source
If you receive a Point loan file from an external source, you must move it or copy it into
your Point system before you can access it.
The interface for copying and moving prospect and borrower files is the same. The copy
borrower method is used to illustrate the process in the following example:
Click the Loans tab.
1
Click Copy or select File > Copy > Borrower from Specified Location.
2
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Move Borrower
(or
Move Prospect
Retains the original file name. This option is available only if you are moving a
borrower file from a prospect file or a prospect file from a borrower file.
Use the automatic file naming convention that is specified for the selected data
folder.
Enter a name of your choice in the
when you click OK.
•
For information about how to specify the auto file naming
parameters and enable auto file naming, refer to
automatically, on page 63.
•
For more information about searching for loan files, see
for prospect and borrower
•
You do not need to rebuild your lists when you move or copy files.
Refer to
Rebuilding
rebuilding lists.
) dialog box is displayed.
Prospect
Borrower
or
Rename File
Related information
Naming files
files, on page 75.
lists, on page 82, for more information about
), and specify one of the
dialog box, which is displayed
Searching
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