Delete a Loan
When you delete a loan, it is moved to the (Trash) folder. As an alternative to deleting a loan, you may want to move it to another folder, such as the (Archive) folder or an inactive loans folder.
Only the Administrator persona can delete a loan. When you delete a loan, it is moved to the (Trash) folder. As an alternative to deleting a loan, you may want to move it to another folder, such as the (Archive) folder or an inactive loans folder.
To Delete a Loan:
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On your Pipeline, select one or more loans.
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Click the Delete icon.
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On the Delete window, click Yes to confirm deletion of the loan.
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If you are deleting more than one loan, select the Apply to all items checkbox to confirm the deletion of all of the loans at once.
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About the (Trash) Folder
The (Trash) folder is used to improve control and management of deleted loan files as described below.
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Only the Administrator persona can access the (Trash) folder.
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Loans in the (Trash) folder can be viewed but not changed. Access to the (Trash) folder is controlled
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When a loan is deleted from a non-(Trash) folder, it is moved to the (Trash) folder. A server log entry is made to indicate the time and the user who deleted the loan.
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Only users who are authorized to do so (through their assigned persona), can permanently remove (or restore) a loan from the (Trash) folder.
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When a loan is deleted from the (Trash) folder, a server log entry is made to indicate the time and the user who permanently deleted the loan.
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When a loan is restored from a (Trash) folder, a server log entry is made to indicate the time and the user who restored the loan.