Contour Interface Manual

Transcription

1 Manual

2 2 The requirements for downloading the Contour The Loan Handler by Contour The Import/Export Option by Contour Digital Docs Contour Interface Update Download the Update that is located downloads.htm. This will include the following files: The control file for the Import / Export Option to load (Digidocs.stg) The updated files for the Digital Docs import procedure Be sure to note the location of where you re saving this file. For ease of installation, please save the file to the Desktop Run the ContourInst.exe file now located in your selected download directory. During the installation, the files will install to their default directories. During the installation, a file will be installed to the C:\export directory that is the control file for the Import/Export Option (Digidocs.stg). If you have installed the Import/Export Option to a different directory, please copy the file from c:\export to your installation directory.

3 3 Exporting from The Loan Handler In the Export/Import Option program you will an available setup named Contour Export for Digital Docs, Inc. Click the Edit button, and then click the Borrower Selection tab. The Selection Criteria has one entry, F364, which represents the Loan Number of the loan. To choose which borrower(s) to export, you will need to change F364 to equal the loan number. Example: If we wanted to export loan number we would change to Please note that you will need to change your borrower directory to reflect the directory where you have your borrower data stored for The Loan Handler. Generally, this directory is set as C:\Contour\Tlhdata\Loans, however your setup may be differently. If you have any questions concerning this setting, please contact your supervisor or a system administrator.

4 4 Click on the Export/Import tab. Click Yes to this message so that you can save your loan number changes. On the Export/Import tab, you will need to select the Contour Export for Digital Docs setup if it is not already selected, and click then select the Add button. Click the Begin Export button in the upper right corner to export your loan. Select OK once the export of the Contour files has been completed. Digital Docs, Inc. will need to import this file generally located in the C:\digidocs directory. The export file name is digiexp.txt

5 5 Importing into the Digital Docs web based application Go to and login to the web based program. Select New Loan and use the drop-down menu to select your Loan Purpose, Available Lenders Product Type and Property State. When finished, Select the Import button. An Import window will appear. From the popup window select the Browse button. Navigate and locate the import file in the X:\digidocs directory. X represents the drive Contour was installed on. Highlight the digiexp.txt file and select Open to continue. Select Upload and your Contour data will populate automatically in the loan!

6 6 Select the type of import file to be imported.. Select Next to continue. Once the import has been completed the page will refresh and the import data will have been populated in the fields.

7 7 Importing into the Digital Docs desktop application From the Digital Docs application select Utilities and then Import. Click the Open Import File button. Navigate and locate the import file in the X:\digidocs directory. X represents the drive Contour was installed on. Highlight the digiexp.txt file and select Open to continue.

8 8 Select the loan number. The are three options for this step. Loan number from the import file. Unique auto generated. Type any loan number. Select Continue to proceed. Use the drop down menu to select the Lender. Select Accept to continue. Use the drop down menu and select the product type. Select Accept to continue. Select Yes to delete the import file. Once back at the Digital Docs main screen the imported file will located in the Open/Modify menu.