Editing and Printing Incoming Loan Agreement

After your lenders are selected, an Incoming Loan Agreement may be printed for each contact listed in the Donors Grid. The template for this document may be set up first to speed up the process, see Accessions and Loans Documents.

Edit Incoming Loan Agreement

1.Click "Edit" in the Edit Bar at the top of the Incoming Loan screen

2.Click "Documents" in the Donors Grid for the lender for whom you are editing the document

3.Choose the "Incoming Loan Agreement" from the drop-down list

4.Customize the document on the letter screen as needed

5.Close the pop-up window

6.Click "Save" in the Edit Bar at the top of the screen

Print Incoming Loan Agreement

1.Click "Documents" in the Donors Grid for the lender for whom you are printing the document

2.Choose the "Incoming Loan Agreement" from the drop-down list

3.Use the "Email", "Save as PDF" or "Print" options to produce the document in the desired format

4.Close the pop-up window

5.Click "Save" in the Edit Bar at the top of the screen