Client Briefcase User Guide
Contents
1. Client Briefcase User Guide Exporting Warning We have no responsibility to you or any party for the contents of any Application or documents including without limitation any security configurations we are not liable for any viruses and corruption of data or damage caused as a result of using our documents and guidelines we do not endorse any documents and applications We make no warranty that the document will meet your requirements or will be compatible with your computer equipment or that your use of it will be uninterrupted timely secure or error free c All Rights Reserved IFonline Limited trading as Trigold January 2009 When you click on the client briefcase button on the left hand side the following screen will show up amp Prospector V8 2 50 Main Menu www trigoldcrystal co uk trigoldcrystal Prospector Calculator Update 7 Help File Tools Windows Help Mortgage Data Date 22 09 09 09 32 Technical Support New Client e support trigaldcrystal co uk t 06714 23 24 24 option 1 ar ir b Ro Open Client vn standard 5 K landine Calls from oe ne network cost you m Calls fram r vie network Client Briefcase TRIGOLD LATEST NEWS iN Outlook Integration Browse Products Lender Details Equifax ALA LVm i p a co z LI k 06 04 2009 Trigold and Crystal Announce Merger TrigoldCrystal CRM 24 02 2009 Mortgage Applications Encore users call Trigold pe la i for help Hie Complianc2. e Sync BETTER Trigold 20805351 BUSINESS J News Business Outbox 0 User Settings Click here to book your place Tools N De BIS 1 Click on export to client briefcase Client Briefcase Client Briefcase Briefcase gives you greater control over the management of your chent data by enabling transter of client information tram within Prospector to other users and machines sharing this datais quick and convenient with a minimum of effort required Export to Chent Briefcase Import from Client Briefcase 2 Put a tick in all the clients you wish to export in the checkbox and then click on the export button Client Briefcase export clients selected 1 Broker Name H A Company Name 123 Company Postcode wa 4PL Export _ Reference Name Date Recall Date Property Postcode oO aE ove Test 01 John Smith 187 0172008 26 02 2011 Britannia B E Test101 COF John Smith 187 0172008 2870272011 Britannia B Check Selected Check All Uncheck Selected Uncheck All 3 If you wish to include all associated documents and applications for the selected clients leave the ticks in place If you wish to change the path where the file is to be stored select the button to the right of the filename and chose the preferred destination The default location and filename is shown below Then click ok on this screen Documents Include documents with export Include applications with esport Deshnat
3. ion Hard Disk File will be compressed but not spanned O E mall File will be compressed and spanned if greater than 1ME Filename CANDOCUME TS4LLUSE TAPPLICTTTARIGOL7 1 4 This will show the following screen A new file will now be created where you specified in the filename in section 3 Briefcase 5 You then click on close on the following screen This will reopen prospector Client Briefcase export Broker Name N A Company Name 123 Company Postcode W8 4PL Export Reference 213 213 21321 Test101 John Smith Test101 COPY John Smith Check Selected Check All Uncheck Selected Uncheck All Date Recall Date Lender Nar 17 01 2008 18 01 2008 28 02 2011 Britannia B 18 01 2008 28 02 2011 Britannia B 6 You then transfer the new file that has been created which would have been created in you chosen location in section 3 Transfer this file to the machine you need to import the client on E g using a memory stick shared network drive email Please download the document on importing from client briefcase
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