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| | | Forum Newbie
Group: Forum Members
Last Login: 1/23/2007 9:07:21 AM
Posts: 2, Visits: 4 |
| | Thanks in advanced for your help. Is there a way to have the bottom portion of the Truth in Lending filled in from a master template without running the server software? I've got version 5.2 that I'm running on my local machine and the Calyx website said something about how you can import a template to have items such as filing fees, prepayment clauses, late charges, etc.., but it sounds like it's something that you import after already opening a file. I guess I was hoping that there was a way to have that filled in upon opening a new prospect file "from Master". Is there a way? |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| | Create a master template first. 1. Click the Templates tab
2. Select Borrower Master and choose New
3. Go to Forms > Truth-in-Lending and complete the bottom of the screen as you need to. Save the template and give it filename that you can easily reference later.
4. When you create a new file, click the button "From Master" to load in the master template defaults when the new loan is created. 
Hope that helps. Thanks,
Bryan
Point Product Manager |
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| | | Forum Newbie
Group: Forum Members
Last Login: 1/23/2007 9:07:21 AM
Posts: 2, Visits: 4 |
| | Cheers! I have a habit of making things harder then they need to be. Thank you so much for your input! |
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