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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 no box Attachments from the list located on the left of the window.
  • Click edit tabs Edit Tabs from the button options available on the top panel.
    • The following options are available:
    Field: Description:
    custom fields tab buttons new Click to add a New tab. Enter the tab's name and click OK when done.
    custom fields tab buttons delete 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.
    custom fields tab buttons rename Click to Rename a tab. Select a tab from the list, click Rename, type the new name and click OK when done.
    • Click CLOSE black button with no border Close when finished.

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