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First we need to go to the clients and prospects screen

Learn how to manage client folders effectively in the online version of Solidata Mortgage Tracker. Follow step-by-step instructions to link folders, map drives, and optimize file access speed for multiple users.

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First we need to go to the clients and prospects screen

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Presentation Transcript

  1. In this tutorial I will be taking you through how the clients folder works in the online version of Solidata Mortgage Tracker

  2. First we need to go to the clients and prospects screen

  3. Now we need to select a client to link a folder to. For this example I am going to choose Peter Avery.

  4. The Client folder is located in the ‘Other Information’ tab.

  5. This is where the link to the client folder will be stored.

  6. What you need to do is paste a link to the client folder in this box

  7. The next step is to go to the client file and map the drive to make the link shorter and more accessible.

  8. Important The client files folder should be stored in a shared location, for example a server, so that all users can gain access to it. My client files are stored on a server, and to shorten the path to the file I am going to map a link to the drive. This will reduce the amount of time taken to find the folder.

  9. To map the drive, you need to go to tools and map network drive

  10. This dialogue box will now appear. You need to choose a drive to map to (If this link is being set up on more than one pc, the drive must be available on all PC’s as it wont work otherwise)

  11. For this tutorial I am going to use the ‘N’ drive. I selected this by using the dropdown box

  12. Now you need to click the browse button to search for the location of the file

  13. I have now used the browse button to select where I want my drive to be mapped to. I have found the server and the file I want to map to, I will now select ok. I created this file earlier for the purposes of this tutorial

  14. Important This box must be checked. If you leave it unchecked the drive wont reconnect when you logon, so you would need to connect to it manually every time

  15. Now I have selected my drive and my location I can now select finish

  16. As you can see, the ‘N’ drive is now listed as a network drive

  17. Once you click finish, load up the mapped drive and you can see the address bar, and the folder inside. This means that the time it takes Mortgage Tracker to search for the file will be faster than normal. You now need to double click the ‘Client Files’ folder and find the client you are going to link their folder to.

  18. I have created a ‘Client Files’ folder in the ‘N’ drive which contains files about some fictitious clients for the purposes of this tutorial

  19. The clients I am using for this tutorial are Peter and June Avery. I need to enter their file to copy the path to it, so I can paste it into Mortgage Tracker.

  20. This is now the location that I want to link Mortgage Tracker to. What I need to do is highlight the path in the address bar at the top and copy it.

  21. Once you have copied this path, you need to go back into Mortgage Tracker

  22. Now you need to right click in this box and select paste

  23. The path is now in the client folder box, you will need to click away from it for the link to take effect

  24. The path is now a link, double clicking this link will open the folder

  25. Now we are going to link the folder that applies to a certain mortgage process. First we need to go to the process screen

  26. This is done by going to the add/edit mortgage button

  27. The link to the folder is stored in the property tab

  28. This is where the link is stored. This links to a folder that applies to the selected process. To create the link, we first need to go to ‘My Computer’

  29. Again we need to go to the mapped drive

  30. Then into the Peter and June Avery folder.

  31. This time we need to go one step further, into the folder that applies to a certain process. For these clients it will be the folder 117 Bradman court as this is the mortgage process we have selected in Mortgage Tracker

  32. This is the link that needs to be pasted into the box in Mortgage Tracker. Once you have copied this, return to Mortgage Tracker

  33. The link needs to be pasted into here

  34. The link is now working properly and will take you to that folder when you double click it

  35. Important Each PC using SMTO needs to have the same mapped drive so that the link will work correctly on each PC. If the PC you are using doesn’t have access to the server or PC with the client files on, you wont be able to connect to it regardless of any mapped drive you may have created.

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