Point User Guide
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Using Point Data Server
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Using Point Data Server
The Point Data Server (PDS) is a centralized server that offers centralized access to loan
files, templates, reports, and Cardex data across your organization.
The Point files are accessible from any location and you can generate management
reports that include information from different offices and provide a consolidated view of
the entire loan pipeline in your organization.
Because file access is centrally administered, you have control over loan data and
templates. Each user's access rights to any data folder or template can be centrally
granted, modified, or revoked. If your organization has several users who have similar
access needs, you can create user groups to make administration more efficient and
manageable. A user can change their password at any time, without affecting the access
rights they've been granted.
Use the
Point Data Server Settings
dialog box to configure the client to connect to
Point Data Server. It also lets you test the connection. You will only use this section if your
organization runs Point Data Server.
If your organization uses Point Data Server, configure the connection by following these
steps:
1
Open Point Administrator.
2
Click
Settings
to open the
Point Data Server Settings
dialog box.
3
Check the
Enable Point Data Server
check box to enable the fields for input.
4
Enter the Point Data Server URL.
Related information
For more information about Point directories, see Knowledge Base article
#0124 Point default folder structure
.
Important
If you need the data server URL and security key, contact your
organization’s Point Data Server Administrator.
