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Outlook - fundmyloan Setup

 

Issue:

  • Consumer Lending - Fund My Loan Workstation Configuration and Outlook Rules

Resolution:

  • If user already has the folder in their Personal Folder in Outlook and it's a new workstation setup, you just need to add Personal Folders to their Outlook and the Rule (see attached procedure) or Becky can add the Rule
  • New user setup - See attached procedure
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  1. Omar Ortiz

  2. Posted

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