Servicing Director documents missing from the archiver

Servicing Director documents missing from the archiver

You find documents, such as letters or reports, missing from the archiver with no reference to the document listed on the Options > Archiver screen.


Workaround:

  1.  Confirm the document was created:
  • A document must be printed, exported to file, or emailed first, and then is can be archived.
  • Locate the printed, exported, or emailed report.
  • Confirm if the document is a delivered document, one which is provided when the product is installed or a custom document, one which is added or modified after the product is installed.
  • A report with no data for the report should still create a document which has the report template headers and titles with no loan or other data. Therefore even a "blank" report, should have a printed, exported or emailed document.
  • A letter with no data created from the Servicing Director application Send Letters screen cannot be created. Clicking Send to create the letter with no data will result in the message "The selected loan does not meet the criteria for the letter selected." Confirm the letter has data for the given loan.
  • If the document was created in the Event Manager, then the event creating the document will be shown in the Event Log by Date report. Create the Event Log by Date report, limited to the time period of when the document you are looking for was run, and confirm the event ran successfully and there were no errors.  For the steps to run the Event Log by Date report, review Creating the Servicing Director Event Log by Date Report.
  • If the document event does show on the Event Log by Date report as successfully completed, locate the document event on the schedule of Event Manager events, click on the event to highlight it, and then click Criteria. Confirm the criteria for the document is correct.
  1. Check the Archive folder for a file matching the document if the document was printed, exported, or emailed. The file in the archive created from a Servicing Director created document will either be an RTF or PDF file (depending on your system global setting for archive file format type), and will have a file name beginning with the name of the document template file used to create the document. It will have a Windows midfield date of when the document was created. The current Archive folders can be seen on the System Administration Table Setup Archiver Options screen.
  2. Create the document again if the document is confirmed to be missing from the Archive folder.
  • Documents will have the the same data in most cases when they are created again with the same Servicing Director prior transaction posting date as the first attempt to create the document. 
  • If the document was created from the Servicing Director application Send Letters screen, confirm if you can create the letter again, and you get the "Letter sent successfully" message, along with the printed or emailed letter.
  • If the document was created in the Event Manager, locate the document event on the schedule of Event Manager events, click on the event to highlight it, and then click Run (on the right, and do not click Run All).
  • Confirm the document was printed, exported to file, or emailed, and then was archived.
  • If you attempt to create the document again, and the document is still not created with no error, then close the Servicing Director application, reopen the application, and try one more time to create the document.
Submit a case through Case Management if the issue continues.

ArticleNumber:

000062030