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How to use the investment offerings grid?

Use the investment offerings grid to view, edit, print and publish investments offerings to the Web.

To use the Investment Offerings grid: 

  • Select export Online Portals in the left panel of The Mortgage Office®.
  • Scroll down and click Investment Offerings
  • Below are the options for the Investment Offerings grid:
Button: Description:
Add new PLUS sign w border_r-PNG Click New to add an investment offering record.
Table pencil Edit icon with border_r-PNG Click to Edit an existing investment offering record.
delete with button border outline Click to Delete an existing investment offering record.
GRID with button border outline Customize Grid. Opens a dialog window where you can change the display order and visibility of each grid column.
REFRESH with button border outline Click to Refresh the contents of the grid.
EXCEL with button border outline Click to Export the contents of the grid to Excel, and automatically download to your computer's Downloads folder.
ACTIONS that looks like print, with button border Click to Print, Preview, or Email the selected investment offering.
Publish Cloud Arrow, with button border Click to Publish the investment offering to the web.
SHOW ALL with down arrow, with button border

Click and choose from the following options:

  • Show All. Displays all partners. 
  • Show Selected. Displays partners with the PUBLISH field blank check box checked.
  • Show Unselected. Displays partners with the PUBLISH field blank check box unchecked. 

NOTES: 

  • The first column of the grid denotes whether the record will be published to the web or not. You can toggle the PUBLISH flag on and off by checking the blank check box directly on the grid.
  • The grid's contents can be sorted in various ways by clicking any of the grid's column headers. If you click the same column header more than once, the sort will alternate between ascending and descending order.
  • For additional information see How to use the data grid?

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