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How to edit attachment properties in a lender file?

This article discusses how to edit attachment properties in a lender file.

To edit the properties of an attachment:

  • Click on running Loan Servicing in the left-hand navigation panel of The Mortgage Office®.
  • Click on All Lenders.
  • From the grid, select the record you want to modify.

TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the All Lenders screen and use the page-scroll bar to find the record, or click the Find box FindSearch icon box at the top-right-hand side of the screen 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.

  • Double-click on the lender or choose the Edit icon edit from the menu choices near the top left of the All Lenders screen.
  • 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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