Difference between revisions of "Loan Document Codes"
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| '''Active''' || If selected, this code will be active and available for use on the Loan Document setup screen | | '''Active''' || If selected, this code will be active and available for use on the Loan Document setup screen | ||
|- | |- | ||
| − | | '''Security''' || If your organization wishes to assign a particular security level to this code, so that only allowed users are able to use it, you can establish that security here. | + | | '''Security''' || If your organization wishes to assign a particular security level to this code, so that only allowed users are able to use it, you can establish that security here**. |
|- | |- | ||
| Example || Example | | Example || Example | ||
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| + | ** {{AI Code Security}} | ||
Revision as of 21:10, 28 September 2011
Setting up Loan Document Codes
To set up your loan document codes, do the following:
- From the DDI-Connect main menu, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
- Scroll down until you find code set #600 - Loan Document Codes
- Double-click that code set. You will see this screen:
Note: What you see on this screen will depend on what your organization has already established as far as Loan Document Codes. You might see a much shorter or very different list of documents
To add a new document code, click the New button. This screen will launch:
| Field | Description |
|---|---|
| Code | Enter up to 12 alphanumeric characters to create a unique code for this loan document type |
| Active | If selected, this code will be active and available for use on the Loan Document setup screen |
| Security | If your organization wishes to assign a particular security level to this code, so that only allowed users are able to use it, you can establish that security here**. |
| Example | Example |
- This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance
To set security on a specific AI code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to an AI code.
