Viewing Servicing Director Report or Letter Properties

Viewing Servicing Director Report or Letter Properties

Viewing Servicing Director report or letter properties shows the document template and other document information.  


  1. Log into the System Administration application.
  2. Click on the Event Manager button to open Event Manager.
  3. Select the Event Manager menu Events>Maintenance>Events. 
  4. Select the event with exactly the same title as the event you use to create your report or letter from the list of events. The Event Details screen will open. 
  5. Note the Executable shown, on the Event Details screen.  If the Executable is "Report Wrapper," then the document is a Crystal Reports document.  If the Executable is "Mail Merge Wrapper," then the document is a Microsoft Word Mail Merge document.
  6. Click the Criteria button to open the Event Criteria screen.
  7. Note the Report file. The Report file is the source document template file in the Servicing Director \SvcData\Rpt network shared folder.  The Event Criteria screen also shows the default Page Orientation, and automatic Commenting setting for the document.
  8. Close these screens opened above without making any changes.


In addition to the document properties above, you can also view the Windows properties of the source document template by continuing with the following steps:

  1. Using Windows Explorer, browse to the Servicing Director \SvcData\Rpt network shared folder.
  2. Locate the source document template file you noted above, and note the Windows Explorer date modified and file size of the file.  If Windows Explorer does not show the date modified and file size, then you can right-click on the file name, and select Properties.

ArticleNumber:

000047885

    • Related Articles

    • Determining If a Servicing Director 14.2 or Later Report or Letter Is from the Product Installation or Customized

      Servicing Director provides many reports and letters from the product installation, and you can also customize the reports and letters. On Servicing Director 14.2 or later, you can compare the product installation files to the Event Manager report or ...

    • Creating a Servicing Director Custom Letter

      The procedure below describes how to create your own Servicing Director letters using data from your Servicing Director database. You create the letter using your own copy of Microsoft Word or Crystal Reports to create a custom template document. For ...

    • Creating a Servicing Director Custom Report

      To create your own report using data from the Servicing Director database. Reports are created in the program Crystal Reports XI, combined with creating a database view to query your Servicing Director database. Prerequisite: Licensed copy of Crystal ...

    • Adding Servicing Director Report Filter Criteria

      Servicing Director reports are delivered with many choices for report filter criteria, but not all the possible fields available for every report are setup as filter criteria. You can add any fields which are available but not already setup as filter ...

    • Servicing Director Balloon Letter

      The delivered SD Balloon letter is simply a letter that is produced for all active loans which have been set up as balloons. There is no auto trigger or event or update that generates specific records for this letter. You are expected to use criteria ...