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
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: |
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Click New to add an investment offering record. |
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Click to Edit an existing investment offering record. |
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Click to Delete an existing investment offering record. |
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Customize Grid. Opens a dialog window where you can change the display order and visibility of each grid column. |
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Click to Refresh the contents of the grid. |
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Click to Export the contents of the grid to Excel, and automatically download to your computer's Downloads folder. |
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Click to Print, Preview, or Email the selected investment offering. |
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Click to Publish the investment offering to the web. |
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Click and choose from the following options:
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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
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.
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For additional information see How to use the data grid?
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