358 Calyx Software
Templates
Using master file templates
You can apply master file templates to a new loan file at the time it is created, or you can
import the master file template into an existing loan file.
To import a master file template into an existing file:
1 Open a prospect or borrower file.
2 Select File > Import From > Borrower Master File or File > Import From >
Prospect Master File.
3 When the
Import Data from Borrower Master File dialog box is displayed, select
the template you want to import and click Open.
The template data is imported into the file.
Editing templates
To edit a template:
1 Select the Templates tab from the navigation panel.
2 Select the type of template to edit from the
Select a Template Category.
3 Select the template you want to modify and click Open.
4 Modify the template as needed and save the file.
Deleting templates
To delete a template:
1 Select the Templates tab from the navigation panel.
2 Select the type of the template that you want to delete from the
Select a Template
Category
.
3 Select the template you want to delete and click Delete.
A confirmation dialog box is displayed.
4 Click Yes to confirm the deletion.
Import and export templates
You can create templates to import and export files to and from Point. You can import and
export data in Point to ASCII files in single files or in batches.
Caution
The contents of the imported file overwrite any existing data in your file.
Related information
For more information about creating new files from master file
templates, see Loan file creation, on page67.
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