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Using PDS and normal Point locallyExpand / Collapse
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Posted 10/13/2011 9:37:44 AM
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Hi there. I do loan processing for a mortgage company (call them Company A) at the moment, who uses PDS. I'm also about to branch out and do processing for other companies as well. I've purchased a personal copy of Point for my new processing business. I will still be doing processing for Company A as one of my processing customers for my new business. My goal is to use Point locally for anything I'm processing for other companies, but connect to PDS for Company A.

I realize I can't install Point twice with seperate settings on one computer, but since I'd be using local Point for everything except Company A, and PDS for Company A, is it just as simple as going into Point Admin to turning off "Enable PDS" when I want to work locally, and turn it back on when I want to work for Company A directly in their PDS?

If so that'd be a huge win for me in terms of simplicity. I'd uninstall the current Point (with Company A's license), reinstall it fresh with my new license via MyCalyx, and then set it up locally as I wish but enable PDS for any Company A loan.

In terms of licensing, if that's any issue, they do have a seat issued for me for their PDS installation and I'm using a seat from my personal Point license, as well.

Thanks for any info on this!
Post #13434
Posted 10/13/2011 9:59:30 AM


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That would work for today.

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Post #13435
Posted 10/13/2011 10:21:56 AM
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BetaFisch (10/13/2011)
That would work for today.


Awesome. I'm wondering, does your reply suggest it will stop working at some point in the future though?

Thanks.
Post #13436
Posted 10/13/2011 5:12:17 PM


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It's possible I am not sure how well your case will be handled when PointCentral deals with installing Point.

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Post #13439
Posted 10/25/2011 3:44:10 PM
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You can still use Conventional folders (for your new Company) even if you have connected to a Point Central Server (for your existing company). Those folders would be controlled by your local version of Point Administrator. Any folders added there would be listed after the PDS folder list.
Post #13464
Posted 10/25/2011 3:54:21 PM
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yohan solo (10/25/2011)
You can still use Conventional folders (for your new Company) even if you have connected to a Point Central Server (for your existing company). Those folders would be controlled by your local version of Point Administrator. Any folders added there would be listed after the PDS folder list.


Hmm. When connected to PDS I only see the data folders that PDS is providing me. The local folders don't show until I turn off "enable pds" in administrator.
Post #13465
Posted 10/26/2011 10:09:11 AM


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The PointCentral Administrator would have to give you permission for local folder access.

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.
Post #13470
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