Note: Care should be taken when updating an existing Note Type that has borrower loans associated with it. The changes that are applied to the Note Type will be "applied" to any associated loans as well. This may result in unforeseen consequences when performing loan-based functions.
To revise or update existing Note Type information, select the desired Note Type by clicking on the magnifying glass icon located on the left side of the appropriate Note Type List line. When this icon is clicked, a new window is opened (see example below) that contains the following:
An update form that is populated with the current information for the selected Note Type
A function Bar that contains Save, Delete and Reset icons.
The user updates the Note information by entering or revising data in the appropriate fields. The following fields (marked with an asterisk on the update screen) are required entry:
Loan Name (*Loan Name on the screen)
Display Name (*Display Name on the screen)
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the Note Information update form.
Click on this link: Note Type Information for a description of the purpose of the various fields found on the Note Information update form.
Click on the Reset icon to restore the update form to its initial state. Any fields which were modified or updated by the user will be restored to their initial value, that is the value that was displayed when the update form was first opened.
To save the revised Note Type information, click on the Save icon. Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box.
Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button.
If there are not any edit errors, the updated Note Type information will be written to the database, and the pop-up update window will be closed. The Note Type List will be updated (if appropriate) to reflect the revised Note Type information.
To exit this process without saving the Note Type revisions, simply click on the Note Type List browser window at any time to close the pop-up Note Information update window.