How to edit an attachment tab?
This article explains how to add, delete or rename attachment tabs.
To add, delete or rename attachment tabs:
- In any record in The Mortgage Office®, select
Attachments from the list located on the left of the window.
- Click
Edit Tabs from the button options available on the top panel.
- The following options are available:
Field: | Description: |
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Click to add a New tab. Enter the tab's name and click OK when done. |
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Click to Delete a tab. Select a tab from the list, click Delete, click Yes in the confirmation window, type Delete in the Confirm Delete window, then click OK when done. |
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Click to Rename a tab. Select a tab from the list, click Rename, type the new name and click OK when done. |
- Click
Close when finished.
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