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 Here you will find information regarding setup and configuration of our software, as well as troubleshooting tips for the software and services we provide. Please notify us by email if there are additions that you would like to see on this page.
To import an export file into Digital Docs, follow the instructions below: Point users should not need to use this procedure unless importing manually. For information on how to export loan data from your system, please contact your software vendor.
- Open Digital Docs and click on "Utilities" then click on "Import".
- Once the Data Import dialogue box is displayed, click on "Open Import File".
- The Open Import File dialogue box is displayed, and you will need to select the folder where your export file resides by clicking the "Look In" drop down menu.
- Once you have located the export file you wish to import, highlight the file by clicking on it once, then click "Open".
- Once the file type has been recognized, the “Change Loan Number” dialogue box will appear. You may use the existing loan number by clicking on “Use” next to the existing loan number, use a Digital Docs generated loan number by clicking on “Use” next to the Digital Docs generated number, or enter a new loan number. If you wish to create a new loan number, enter the loan number under "New Loan Number" then click "Continue".
- The “Choose Lender” dialogue box should now be displayed on your screen. If Digital Docs does not find a matching lender code in your export file, the lender will not be auto-selected for you. Select your lender from the drop down menu and click “Accept”. NOTE: Only certain systems will have lender codes that match code in Digital Docs even though the lender information may reside in both systems. Different systems typically have their own proprietary codes that will not match Digital Docs internal codes.
- The “Choose Product Type” dialogue box should now be displayed on your screen. As with choosing a lender, if Digital Docs does not find a matching product type code, the product type will not be auto-selected for you. Choose the product type from the drop down menu and click "Accept".
- Digital Docs now has all of the information required to complete the import function, and will import the loan data.
- Once the import procedure is complete, you will be prompted as to whether you wish to delete the export file. NOTE: Export files are generally small in size, but your export folder may fill up over time making it difficult to find new export files during import as well as wasting space on your drive. It is recommended that you delete the export file after the import procedure is complete, however you will have to re-export the loan if you wish to import the file into Digital Docs again.
- Click on “Finished” once the “Data Import” dialogue box is displayed, and you may complete any missing data by clicking on “Open/Modify” and opening the loan. The most recent loan opened or imported should be displayed at the top of the loan selection list.
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