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How to edit attachment properties in loan files?

This article discusses how to edit attachment properties in loan files.

To edit the properties of an attachment:

    • Click on the image-png-Jul-14-2023-12-46-04-6535-AM Loan Servicing drop-down menu in the left panel of The Mortgage Office®.

    • Click the Loans drop-down menu. 

    • Click All Loans from the list that drops down.

    • From the All Loans grid, select the loan you want to modify.

    TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click FindSearch icon box Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.

    • Click edit from the options available on the top panel or double-click on the item.
    • Select attachments no box Attachments from the list located on the left of the window.
    • In the Attachments grid, select the record you want to modify. 
    • Click cog Properties from the list located in the top panel. 
    • Using the Edit Attachment assistant, you may change the tab that the attachment is saved under, and the attachment description.
    • Click OK OK to save or CANCEL Cancel to abort.

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