Work with a Loan Program

Edit a loan program

1. On the Loan Programs list, select a template, and then click the Edit icon.

2. On the Loan Program window, change the Description and details of the program as required.

3. Click Save.

Copy a loan program

1. On the Loan Programs list, select a template, and then click the Copy icon.

2. Open the folder in which you want to locate the copy and click the Paste icon.

Move a loan program

1. On the Loan Programs list, select a template, and then click the Cut icon.

2. Open the folder to which you want to move the program and click Paste.

Delete a loan program

1. On the Loan Programs list, select a template, and then click the Delete icon.

2. Click Yes in response to the confirmation message.

Rename a loan program

1. On the Loan Programs list, select a template, and then click Rename.

2. Type the new name.