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New GTPC Option for Printing Documents After Funding

Navigation:  GOLDTrak PC What's New > GOLDTrak Version 7.8.28 - 7.8.39 >

New GTPC Option for Printing Documents After Funding

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We have added a new institution option in GOLDTrak PC Setup that allows users to go back into a loan once it’s been funded and print documents. The print date and time are updated accordingly, as shown below:

 

GOLDTrak Application Showing Documents Screen with <Print> Button Enabled

GOLDTrak Application Showing Documents Screen with <Print> Button Enabled

 

Users attached to groups will need at least File Maintenance Security (FILE_MAINTAIN_UG) to be able to print documents from inquiry mode. See example below of the security option that must be set up for the group in GOLDTrak PC Setup:

 

GOLDTrak PC Setup > Institution Setup > Security Groups Screen (after selecting a group, then clicking <Change>)

GOLDTrak PC Setup > Institution Setup > Security Groups Screen (after selecting a group, then clicking <Change>)

 

Setup

 

To set this new option, complete the following steps:

 

1.Open GOLDTrak PC Setup.

2.Go to Institution Setup > Institution/Office Setup > Office Security Group List.

3.Right-click on the list and select "Setup List Columns." The List Control Column Setup dialog box appears.

 

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4.In the Columns Available list, scroll to find the End Phase Printing column (or the PRINT_END_PHASE_IO if Field Names radio button is selected). Double-click it to move it from the right to the left Columns to Use.

 

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5.Click <OK> to close the dialog box.

6.The columns will re-sort. Scroll to find the End Phase Printing column, and for any or all offices at that institution, you can change it from “N” to “Y” if you want that feature.

 

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