Printing Outgoing Loan Documents

For Active Outgoing Loans, you can print a Loan Agreement and Terms & Conditions for each loan. For Returned Outgoing Loans, you can print a Return Receipt. Templates for these documents can be set up in Accessions and Loans Documents.

Edit and Print Loan Agreement and Terms & Conditions

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

2.Click the "Document" button in the top right of the record

3.Choose the document you want to edit from the drop-down list

4.Customize the document on the letter screen as needed

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

6.Close the pop-up window

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

Edit and Print Return Receipt

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

2.Click the "Document" button in the top right of the record

3.Choose "Return Receipt" rom the drop-down list

4.Customize the document on the letter screen as needed

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

6.Close the pop-up window

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