Set Calcs

Set the number of calculations for documents (*ALL*, N/A or 1-5)

Select letter

Select the document template to merge to

Action

Select whether to Print, Edit, Save, Print & Save the document  File (specify) and Batch file. The Batch file adds data according to the batch loader setup and File dumps all the fields to a specified file. File (specify) allows data to be added from a mail merge file to a shared file, with the addition of parameters in the file name e.g. {R} {D} {M. Select the option TSV’ (tab separated values) as a file format for detailed and comparison output on the multi-lender, investment and consolidation screens.

 

Care needs to be taken to ensure you select the right letter for the action.

 

 


Related Topics

Individual step types