Copy All Credit Documents/Document Information/Barcode Scanning Credit Side

In this training video, we show you some of our new features of our 2016 General Release and Service Pack 1 which include: 

  • Copy All Credit Documents from one customer to another customer of the same type
  • Document Information (title, comments, expiration dates) now move with the document when Converting an Application to a booked loan, copying from one account to another account, or when copying from one customer to another customer
  • Barcode Scanning is now available on the credit side without having any accounts present

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