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| | | Junior Member
 
Group: Forum Members
Last Login: 7/25/2008 1:55:01 PM
Posts: 11, Visits: 31 |
| Auto filename when moving files. How can I set up my folders to when I move a file to that folder I have the option to auto filename. I have created a number folders such as mortgage closings, denied loans, processing loans, etc. The problem is when I try to move a loan to some of the folders the auto bilename radio button is grayed out while on some folders I can choose this option. Has anyone had this problem? And if so is it a result of how the folders are created? I'm the adminstrator and have all rights to point and computer files.
Bob |
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Sepal
Group: Moderators
Last Login: Today @ 2:47:53 PM
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| for each data folder check to ensure that you have enabled auto file nameing.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post.  |
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| | | Junior Member
Group: Forum Members
Last Login: 7/25/2008 1:55:01 PM
Posts: 11, Visits: 31 |
| When creating the folders my only options are Security Enabled or Available to Users. Not sure when I can set up that preference. Any help would be greatly appreciated.
Bob |
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Sepal
Group: Moderators
Last Login: Today @ 2:47:53 PM
Posts: 1,178, Visits: 9,204 |
| In point look for the Utilities menu. Towards the bottom of the menu you will fine AutoFile Naming. You can then set this up for borrower and prospect. This setting is for the currently selected Data folder in your loan search window.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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| | | Junior Member
Group: Forum Members
Last Login: 7/25/2008 1:55:01 PM
Posts: 11, Visits: 31 |
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