The Path Insider February 2022

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    ThePathInsiderLogo


    Issue 9  •  February 2022

    What's new?

    February 2022 Release Notes

    The latest Path release went live earlier this month on February 6. Here’s a quick overview of some of the updates and enhancements to your Path software that were included in this release.

    Documents

    • Enhanced the user-interface experience of the documents table on the Document List screen

    • Updated the Send Request lightbox and button to the Document Request lightbox and button

    • Enhanced the Edit Document Request lightbox

    • Updated the verbiage for document request status by changing Document Request Created to Document Request Added and Document Requested to Document Request Sent

    Conditions

    • Updated the Conditions lightbox by enhancing the Add Document From lightbox and adding the document Request for Borrower option for attaching document requests to conditions

    • Enhanced the Edit Document Request lightbox by adding the Email field, the Cancel Request Button and the Upload Document button

    • Updated the verbiage for document request status by changing Document Request Created to Document Request Added and changing Document Requested to Document Request Sent

    Click here to download the complete release notes.

    Path Portal

    Path Portal

    As a reminder, the Path Portal / Path Customer Resource Center is your one-stop shop for all things Path. You can find:

    • Anytime, anywhere access to the Path resource library including valuable training materials

    • On-demand past webinars

    • Product announcements and press releases

    • Current and upcoming webinars and tradeshow schedule

    • Current social media postings

    • And more!


     

    Upcoming Conferences

    MBA Logo

    April 11-14 – Las Vegas, NV

    MBA Technology Solutions Conference & Expo

     

    TMBA Logo

    April 24-24 – Austin, TX

    TMBA: Annual Convention

    Tips & Tricks

    How to load Path Field IDs to create reports, business rules, custom forms, loan templates & more

    1. When you are logged into the system click on your name

    Path Field IDs 1

    2. This will open a pop-up window, On the bottom right click on the “Show Path ID” option and save

    Path Field IDs 2

    3. Open any loan on any screen and you will then see the green flags in the fields. If you click on it, it will display the field ID

    Path Field IDs 3

     

    Calyx Software  I  www.calyxsoftware.com

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