Specify Tasks- Printing and Saving Reports

Saving Loan-based Reports

The Specify 'Save' interface requires you manually navigate to the folder you want. The default is the users desktop. To save directly to the loan folder, click the save icon. In the Save dialog window, select the drop down arrow (A). Then, select the server (1), then the DocLib (2). Find the Loans (3) folder and double click it to view the files already present in that directory. You can create a new folder from this interface by clicking on the new folder (B) icon. Remember to save files as PDF's.

 

Printing Loan based reports