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How to edit attachment properties?

This article discusses how to edit attachment properties.

To edit the properties of an attachment:

  • In any record in The Mortgage Office®, click on Attachments in the navigation panel located on the left of the window.
  • Click on Attachments from the list located on the left of the window.
  • In the Attachments grid, select the record you want to edit. 
  • 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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