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Showing articles from entities tag

What do the symbols next to the Entities represent?

Within the Entities menu you will often see the following symbols which represent file Associations. ![][1] [1]:

Signature Blocks for Entities Owning Entities

The attached handout will walk you thru the steps of setting up a signature block where an entity owns an entity. ![][1] [1]:

Contacts and Companies FAQ

## **Where do I add Contacts & Companies? ** Contacts & Companies would be created within a loan record. Click on the loan menu labeled **Entities** and create your entities/contacts. _NOTE: If you purchased the Lead Tracking module you have the ability to add Contacts & Companies within the main tables._ ![][1] #…

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