Updating Lending Docline Requests

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Updating Docline requests should be performed when no one else is processing any lending records.

Updating Filled Docline Requests

  1. From the ILLiad main menu, click on the Lending tab then click Update Docline Requests.
  2. Click on the link that says Requests received awaiting completion.
  3. Click on Paste Yes to populate the update window (the Request Numbers box). You can also manually type or paste numbers into this box.
  4. Click on Update within the Docline window.
  5. Docline updates those items as Yes and informs you that the borrower has been notified that the requests were filled. If there are no requests in the No Requests field you can clear the lending update files.

Updating Unfilled Docline Requests

Check the unsuccessfully updated items. Verify the error and process those requests as described below.

  1. From the ILLiad main menu, click on the Lending tab then click Update Docline Requests.
  2. Click on the link that says Requests received awaiting completion.
  3. You will then be at the Fill form. In the Reason dropdown, choose the reason for the unfilled update. Each reason is processed separately; selecting the reason populates the No Requests field with those requests.
  4. Click the Rejected Because radio button and select the appropriate reason from the dropdown.
  5. Click on Paste No in the Docline Lending Updating ribbon to populate the update window (the Request Numbers box).
  6. Click on Update within the Docline window.
  7. Docline updates those items as No with the reason selected and informs you that the borrower has been notified that the requests were not filled. Continue to process your other No requests. If there are no further requests in the No Requests or Yes Requests fields you can clear the lending update files.

Clearing the Lending Update Files

When you have completed all updating successfully, click on Clear Docline Lending in the Docline Lending Updating ribbon. Docline Lending has been cleared; the No Requests and Yes Requests fields are empty. Exit the Docline Lending form by clicking the X on the Docline Lending Updating form.

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