13.16 Use The In Box To Capture Files
The In Box is a very powerful feature in LoanMgr that allows the user to drop or paste any file directly to a loan record.  It works by monitoring the In Box and when it recognizes that a file has been dropped into it, it immediately opens a screen to allow you to input a file name and select a loan record if not the current one.
See In Box
graphic
Once OK is selected the file is copied directly to a loan record where it is securely encrypted and protected.
The use of the In Box is triggered by selecting from the Menu:
Files
Setup
Things I can do
  • Collect Files From In Box
graphic