Work with Loan Template Sets
Edit a loan template set
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On the Loan Template Sets list, select a template,
and then click the Edit icon.
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On the Loan Template window, change the Description
and template components as required.
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Click Save.
Copy a loan template set
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On the Loan Template Sets list, select a template,
and then click the Copy icon.
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Open the folder in which you want to store the
copy and click the Paste icon.
Move a loan template set
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On the Loan Template Sets list, select a template,
and then click the Cut icon.
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Open the folder to which you want to move the
template and click the Paste icon.
Delete a loan template set
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On the Loan Template Sets list, select a template,
and then click the Delete icon.
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Click Yes in
response to the confirmation message.
Rename a loan template set
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On the Loan Template Sets list, right-click a template,
and then click Rename.
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Type the new name.
Set a default loan template set for each user
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On the Loan Template Sets list, select a template,
and then click Set as Default.
The selected template is placed in the Current
Default Template field. This template is used when you start a new loan
using the Default Template option.
-
Click the Go To button to display the folder where the default template is located. The templates in the folder display on the Loan Templates Set table.
Default loan templates sets are not set on a company-wide basis. Default loan template sets are set by individual users and apply only to the individual user.