Calyx Point 7 - Moving and Copying Loan Files from an External Source

78 Calyx Software
Loan file overview
4 Click the Move button on the workspace.
5 The
Move Borrower (or Move Prospect) dialog box is displayed.
6 Select a data folder, the file type (
Prospect or Borrower), and specify one of the
following file naming conventions:
Preserve
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.
Auto Filename
Use the automatic file naming convention that is specified for the selected data
folder.
Manual Naming
Enter a name of your choice in the
Rename File dialog box, which is displayed
when you click OK.
7 Click OK to complete the move process and click Yes when prompted to confirm the
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:
1 Click the Loans tab.
2 Click Copy or select File > Copy > Borrower from Specified Location.
Related information
• For information about how to specify the auto file naming
parameters and enable auto file naming, refer to Naming files
automatically, on page63.
• For more information about searching for loan files, see Searching
for prospect and borrower files, on page75.
• You do not need to rebuild your lists when you move or copy files.
Refer to Rebuilding lists, on page82, for more information about
rebuilding lists.