CenTrax NEXT Processes & Procedures – Old

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DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING AND UPDATING A DASHBOARD

The Dashboard features allows for custom selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data at log in of the Marquis Next platform. This document explores how to create a new dashboard.

DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING AND UPDATING A DASHBOARD

The Dashboard features allows for custom selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data at log in of the Marquis Next platform. This document explores how to create a new dashboard.

DISCOVERY

NAME

DESCRIPTION

WRITTEN PROCEDURES

MANUAL GEOCODE

The purpose of Manual Geocode is to identify those records with Geocode exceptions and search within the CenTrax Address Database as well as compare against FFIEC to update the records with appropriate geocode information.

RESEARCH

NAME

DESCRIPTION

WRITTEN PROCEDURES

MAPPING

The Mapping function is built into the application and allows a visible representation of where applications have been made as well as giving the ability to display extra features such as branch locations, radius rings and a color theme of the Tract Income Level for an area. Due to the color theme, a filter on a Tract Group is required in order to use the mapping feature.

FILTERING

Filtering is used to isolate specific records for analysis purposes, data audits and select processes/reports as well as various areas within the CenTrax NEXT platform.

FIELD MANAGER

The Field Group is a group of a select set of fields that will become available for analysis or ouput within the Research section of CenTrax Next. These groups can be selected, edited or created within Discovery/Research.

OUTPUT

The Output is the file creation process available within the Research window of the application and can be used to generate files for analysis or data auditing.

REPORTING

NAME

DESCRIPTION

WRITTEN PROCEDURES

EXAM TABLES

The Exam Tables are designed to run reports designed to assist in becoming “Exam Ready”. At least one Assessment Area must be created and the tables can be processed on CRA and HMDA data as well as on the Branch locations added within the Settings/Organizations/Branch setup.

DATA ENTRY

NAME

DESCRIPTION

WRITTEN PROCEDURES

ADD/EDIT RECORDS

This is the area of the software where records can be edited, deleted and/or added as well as reviewed.

DATA PROCESSING

NAME

DESCRIPTION

WRITTEN PROCEDURES

SAMPLEPRO

SamplePro is designed to give the ability to audit a sample of records using a random selection of records by size, percentage or using FFIEC’s Sample Guideline. The records can also be flagged in order to prevent the same record from being sampled again when doing a follow up audit.

EXPORTPRO

ExportPro is designed to give the ability to automate the creation of files for specific records with the ease of one click.

BISG PROXY

The BISG Proxy tool allows for the proxy race, gender, and ethnicity to be determined for records based on the name and geography on the record. It is designed to be used on records where that information is not gathered but are used in a Fair Lending analysis or exam.

UPDATE DERIVED FIELDS

The Update Derived Fields gives the ability to update and run calculations after records have been imported, if needed, to make corrections and fill in missing pieces.

IMPORTING FROM A CENTRAX FILE

The Import section is used to define import layouts that associate fields from certain file formats or another CenTrax file. The following process outlines how to import into a file from another CenTrax file.

IMPORTING FROM A SUBMISSION FILE

The Import section is used to define import layouts that associate fields from certain file formats including submission files. The following process outlines how to import in HMDA LAR or CRA LR submission files.

DATAPRO

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING AN IMPORT DEFINITION

The Import section is used to define import layouts that associate fields from a text, excel, or other format file with the fields in CenTrax to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.

EDITING AN IMPORT DEFINITION

The Import section is used to define import layouts that associate fields from a text, excel, or other format file with the fields in CenTrax to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.

DATA CONVERSION

The Data Conversion allows for the conversion of a character string into an actual code automatically during the import process.

CASS AND GEOCODE PROCESS

The CASS process will evaluate the address on the record to better match with the USPS coding to assist in the identifying and obtaining geocodes on records. The Geocode process will assign geocode attributes to the record based on the address it contains.

REPLACEPRO

The ReplacePro function allows for the ability to setup a modification or change to data within a set field for records that meet specific qualifications. It will cut down the time it’ll take to accomplish the change to a click of a button rather than a series of clicks.

DELETEPRO

The DeletePro function allows for the ability to automate the deleting of records that meet specific qualifications.

AUTOMATION MANAGER

The Automation Manager allows for automating all of the different DataPro processes in any desired order to alleviate clicks and make the process more easier and efficient.

FILING

NAME

DESCRIPTION

WRITTEN PROCEDURES

HMDA FILING WIZARD

The following process outlines how to run the HMDA Filing Wizard process.

HMDA SUBMISSION FILE

The following process outlines how to create the HMDA submission file.

CRA FILING WIZARD

The following process outlines how to run the CRA Filing Wizard process.

CRA SUBMISSION FILE

The following process outlines how to create the CRA LR submission file.

SETTINGS

NAME

DESCRIPTION

WRITTEN PROCEDURES

FILE MANAGER

The location needed for creating, adding or deleting CenTrax files as well as file management regarding deleted records, is within the Settings/File Manager. Keep in mind, the files available here will only be those that are tied to the selected or active Institution.

CENTRAX SETTINGS

System wide settings can be applied and managed through the CenTrax Settings area of the system. They will determine what edits to trap for, geocode settings to apply during Data Entry and how to manage duplicate account numbers.

FIELD GROUP MANAGER

Field Group Manager is where field groups will be created and managed. Field Groups are used when viewing data within Research, as file output options as well as report outputs for select reports.

USER DEFINED FIELDS

User Defined Fields is available for creating fields that are not currently in the list of default fields to bring in but are desired to have in the system for extra analysis or informative purposes.

TRACT GROUPS/AA'S

The steps below will go over the creating and managing of Tract Groups and Assessment Areas necessary for certain reports as well as submission requirements.

PEER GROUPS

The Peer Groups are set groups of specifically selected institutions to be used for comparison or within the peer reports for both CRA and HMDA.

ORGANIZATION

NAME

DESCRIPTION

WRITTEN PROCEDURES

REGION CODES

The following procedures will outline the steps for adding and managing any Region codes to be utilized within the system.

BRANCHES

The following procedures will outline the steps for adding and managing any Branch codes to be utilized in Exam Charts, maps and other analysis.

OFFICER CODES

The following procedures will outline the steps for adding and managing any Officer codes to be utilized within the system.

PRODUCTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

PRODUCT CODES

The following procedures will outline the steps for adding and managing any Product codes to be utilized within the system.

LOOKUP MANAGER

NAME

DESCRIPTION

WRITTEN PROCEDURES

CALL CODES

The following procedures will outline the steps for adding and managing any Call codes to be utilized within the system.

DATA SYSTEM ID CODES

The following procedures will outline the steps for adding and managing any Data System ID codes to be utilized within the system. The Data System ID Codes are designed to identify what import definition the records were added or updated last from.

LINE OF BUSINESS CODES

The following procedures will outline the steps for adding and managing any Line of Business codes to be utilized within the system.

PURPOSE CODES

The following procedures will outline the steps for adding and managing any Purpose codes to be utilized within the system.

FAIR LENDING

NAME

DESCRIPTION

WRITTEN PROCEDURES

MATCHED PAIR TOLERANCE SETUP

The Matched Pairs report is designed to establish a group of applicants as the control and to find similar applicants that received different actions.

UNDERWRITING CRITERIA

The Fair Lending – Underwriting Criteria is used to determine whether or not underwriting practices are being applied to the applications and then apply an override status for analysis purposes.

ADMINISTRATION

PERMISSIONS

NAME

DESCRIPTION

WRITTEN PROCEDURES

ROLES

Roles is where the permission groups or role groups are created for each institution. They will be applied to report permissions, dashboard permissions and dashboards themselves. They will also determine what areas of the software users with that role will have access to.

USERS

Users is where all logins or users are created that will be accessing the platform, even if it is just to access the Dashboard page.

REPORTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

DASHBOARD ELEMENTS

Dashboard Elements is where the system will determine what reports are made available to be displayed within the Dashboard list as reports or graphs to be added to the dashboards.

CenTrax NEXT Processes & Procedures

CLICK A MENU OPTION BELOW

DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING AND UPDATING A DASHBOARD

The Dashboard features allows for custom selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data at log in of the Marquis Next platform. This document explores how to create a new dashboard.

DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING AND UPDATING A DASHBOARD

The Dashboard features allows for custom selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data at log in of the Marquis Next platform. This document explores how to create a new dashboard.

DISCOVERY

NAME

DESCRIPTION

WRITTEN PROCEDURES

MANUAL GEOCODE

The purpose of Manual Geocode is to identify those records with Geocode exceptions and search within the CenTrax Address Database as well as compare against FFIEC to update the records with appropriate geocode information.

RESEARCH

NAME

DESCRIPTION

WRITTEN PROCEDURES

MAPPING

The Mapping function is built into the application and allows a visible representation of where applications have been made as well as giving the ability to display extra features such as branch locations, radius rings and a color theme of the Tract Income Level for an area. Due to the color theme, a filter on a Tract Group is required in order to use the mapping feature.

FILTERING

Filtering is used to isolate specific records for analysis purposes, data audits and select processes/reports as well as various areas within the CenTrax NEXT platform.

FIELD MANAGER

The Field Group is a group of a select set of fields that will become available for analysis or ouput within the Research section of CenTrax Next. These groups can be selected, edited or created within Discovery/Research.

OUTPUT

The Output is the file creation process available within the Research window of the application and can be used to generate files for analysis or data auditing.

REPORTING

NAME

DESCRIPTION

WRITTEN PROCEDURES

EXAM TABLES

The Exam Tables are designed to run reports designed to assist in becoming “Exam Ready”. At least one Assessment Area must be created and the tables can be processed on CRA and HMDA data as well as on the Branch locations added within the Settings/Organizations/Branch setup.

DATA ENTRY

NAME

DESCRIPTION

WRITTEN PROCEDURES

ADD/EDIT RECORDS

This is the area of the software where records can be edited, deleted and/or added as well as reviewed.

DATA PROCESSING

NAME

DESCRIPTION

WRITTEN PROCEDURES

SAMPLEPRO

SamplePro is designed to give the ability to audit a sample of records using a random selection of records by size, percentage or using FFIEC’s Sample Guideline. The records can also be flagged in order to prevent the same record from being sampled again when doing a follow up audit.

EXPORTPRO

ExportPro is designed to give the ability to automate the creation of files for specific records with the ease of one click.

BISG PROXY

The BISG Proxy tool allows for the proxy race, gender, and ethnicity to be determined for records based on the name and geography on the record. It is designed to be used on records where that information is not gathered but are used in a Fair Lending analysis or exam.

UPDATE DERIVED FIELDS

The Update Derived Fields gives the ability to update and run calculations after records have been imported, if needed, to make corrections and fill in missing pieces.

IMPORTING FROM A CENTRAX FILE

The Import section is used to define import layouts that associate fields from certain file formats or another CenTrax file. The following process outlines how to import into a file from another CenTrax file.

IMPORTING FROM A SUBMISSION FILE

The Import section is used to define import layouts that associate fields from certain file formats including submission files. The following process outlines how to import in HMDA LAR or CRA LR submission files.

DATAPRO

NAME

DESCRIPTION

WRITTEN PROCEDURES

CREATING AN IMPORT DEFINITION

The Import section is used to define import layouts that associate fields from a text, excel, or other format file with the fields in CenTrax to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.

EDITING AN IMPORT DEFINITION

The Import section is used to define import layouts that associate fields from a text, excel, or other format file with the fields in CenTrax to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.

DATA CONVERSION

The Data Conversion allows for the conversion of a character string into an actual code automatically during the import process.

CASS AND GEOCODE PROCESS

The CASS process will evaluate the address on the record to better match with the USPS coding to assist in the identifying and obtaining geocodes on records. The Geocode process will assign geocode attributes to the record based on the address it contains.

REPLACEPRO

The ReplacePro function allows for the ability to setup a modification or change to data within a set field for records that meet specific qualifications. It will cut down the time it’ll take to accomplish the change to a click of a button rather than a series of clicks.

DELETEPRO

The DeletePro function allows for the ability to automate the deleting of records that meet specific qualifications.

AUTOMATION MANAGER

The Automation Manager allows for automating all of the different DataPro processes in any desired order to alleviate clicks and make the process more easier and efficient.

FILING

NAME

DESCRIPTION

WRITTEN PROCEDURES

HMDA FILING WIZARD

The following process outlines how to run the HMDA Filing Wizard process.

HMDA SUBMISSION FILE

The following process outlines how to create the HMDA submission file.

CRA FILING WIZARD

The following process outlines how to run the CRA Filing Wizard process.

CRA SUBMISSION FILE

The following process outlines how to create the CRA LR submission file.

SETTINGS

NAME

DESCRIPTION

WRITTEN PROCEDURES

FILE MANAGER

The location needed for creating, adding or deleting CenTrax files as well as file management regarding deleted records, is within the Settings/File Manager. Keep in mind, the files available here will only be those that are tied to the selected or active Institution.

CENTRAX SETTINGS

System wide settings can be applied and managed through the CenTrax Settings area of the system. They will determine what edits to trap for, geocode settings to apply during Data Entry and how to manage duplicate account numbers.

FIELD GROUP MANAGER

Field Group Manager is where field groups will be created and managed. Field Groups are used when viewing data within Research, as file output options as well as report outputs for select reports.

USER DEFINED FIELDS

User Defined Fields is available for creating fields that are not currently in the list of default fields to bring in but are desired to have in the system for extra analysis or informative purposes.

TRACT GROUPS/AA'S

The steps below will go over the creating and managing of Tract Groups and Assessment Areas necessary for certain reports as well as submission requirements.

PEER GROUPS

The Peer Groups are set groups of specifically selected institutions to be used for comparison or within the peer reports for both CRA and HMDA.

ORGANIZATION

NAME

DESCRIPTION

WRITTEN PROCEDURES

REGION CODES

The following procedures will outline the steps for adding and managing any Region codes to be utilized within the system.

BRANCHES

The following procedures will outline the steps for adding and managing any Branch codes to be utilized in Exam Charts, maps and other analysis.

OFFICER CODES

The following procedures will outline the steps for adding and managing any Officer codes to be utilized within the system.

PRODUCTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

PRODUCT CODES

The following procedures will outline the steps for adding and managing any Product codes to be utilized within the system.

LOOKUP MANAGER

NAME

DESCRIPTION

WRITTEN PROCEDURES

CALL CODES

The following procedures will outline the steps for adding and managing any Call codes to be utilized within the system.

DATA SYSTEM ID CODES

The following procedures will outline the steps for adding and managing any Data System ID codes to be utilized within the system. The Data System ID Codes are designed to identify what import definition the records were added or updated last from.

LINE OF BUSINESS CODES

The following procedures will outline the steps for adding and managing any Line of Business codes to be utilized within the system.

PURPOSE CODES

The following procedures will outline the steps for adding and managing any Purpose codes to be utilized within the system.

FAIR LENDING

NAME

DESCRIPTION

WRITTEN PROCEDURES

MATCHED PAIR TOLERANCE SETUP

The Matched Pairs report is designed to establish a group of applicants as the control and to find similar applicants that received different actions.

UNDERWRITING CRITERIA

The Fair Lending – Underwriting Criteria is used to determine whether or not underwriting practices are being applied to the applications and then apply an override status for analysis purposes.

ADMINISTRATION

PERMISSIONS

NAME

DESCRIPTION

WRITTEN PROCEDURES

ROLES

Roles is where the permission groups or role groups are created for each institution. They will be applied to report permissions, dashboard permissions and dashboards themselves. They will also determine what areas of the software users with that role will have access to.

USERS

Users is where all logins or users are created that will be accessing the platform, even if it is just to access the Dashboard page.

REPORTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

DASHBOARD ELEMENTS

Dashboard Elements is where the system will determine what reports are made available to be displayed within the Dashboard list as reports or graphs to be added to the dashboards.

DocuMatix FAQ

Check out our Frequently Asked Questions below for a range of information, including accessing reports in DocuMatix, uploading your CSV file, and techniques to add dynamic, variable content to your emails.

Admin-Account Settings

What kinds of users are available in DocuMatix?

There are several kinds of users available in DocuMatix:

Admin-users with full access

Application-limited access to specific features (For example, the ability to manage event registration without being able to set up new events.) An Admin user specifies what the application user has access to.

Report only access– this user can run reports based on their assigned access (For example: run a report for a specific email and responses for all current and future web forms).  An Admin user specifies which reports this user has access to.

How do I add a new user?

Administrators will navigate to Account Settings>Administrator>Manage Users.

Click the gray Add New button.

Complete the information for each of the following tabs: User Type, Contact Info, and Access.

Click Save.

How do I reset my password?

All DocuMatix users can reset their own password via two methods:

  • Forgot password link
  • Account Settings>User>Reset Password

Admin users can reset passwords and unlock accounts in DocuMatix under Account Settings>Administrator>Manage Users. Here they can click on the name of the user, then click Reset Password. There are also options to Edit, Delete and Disable accounts when clicking on the name of a user.

What are the password requirements?

  • Minimum of 8 characters
  • Must contain at least 3 of the following 4 categories: uppercase, lowercase, digits, or symbols.  You can use the following symbols: (@#$%^&+=.)

Note: Passwords are case sensitive, but usernames and company Login IDs are not.

Why do accounts become locked out?

Why do accounts become locked out?

Accounts may become locked out due to multiple attempts to guess a user’s password.  This protects users from having their account broken in to.

How do I unlock my account?

To unlock an account, contact an administrator.  Admin users can unlock accounts (and reset passwords) under Account Settings>Administrator>Manage Users.  Here they can click on the name of the user, then click Unlock.

Can I share my account with one or more users?

No, accounts cannot be shared. This is to protect the security and integrity of the account and its users.

What is an opt out list, and why do we have one?

An opt-out list is a list of email addresses (and text numbers) who wish to avoid receiving unwanted marketing or solicitation information.  This is also called an Unsubscribe list.

The Federal CAN-SPAM Act and Telephone Consumer Protection Act (TCPA) requires that opt-out requests be honored promptly.

How do I add or remove email addresses from the Opt-Out list?

Emails may be removed from or added to the Opt-Out list.

1. Navigate to: Account Settings>Administrator>Master Unsubscribe list

2. Within the ADD tab,

  • Click the import CSV file button to select the desired file.
  • Or, enter the email address you wish to add to your unsubscribe list.

The download report button (available on both tabs) displays all emails on the Opt-Out list.

3.  Use the Remove tab to enter any emails you wish to remove from the unsubscribe list.

Users with DMX text messaging access can also manually enter in a phone number to opt out.

What are subscriber preferences?

Subscriber preferences allow the customer/member to determine the types of emails they want to receive, and if they want to pause the emails. Your organization defines the email categories that you want to use. This reduces the number of people who unsubscribe from all emails.

How do I set up Subscriber Preferences?

Navigate to Account Settings>Administrator>Subscriber Preferences

To learn more about Subscriber Preferences, click here.

What is the permanent block list?

A permanent blocked list is a list of email addresses that the DocuMatix system will not deliver to in future emails. This list includes the email address and the last bounce back reason.

When you send an email through the DocuMatix system if the email network or email client has an error delivering that message, they will send a message back. This is known as a bounce back. The DocuMatix system processes bounce back messages and based on rules and frequency may add the email addresses to the permanent block list to prevent possible blacklisting. Failure to correct the issue (e.g., spelling mistake in the email address, the domain name doesn’t exist, or the recipient is unknown) will increase the risk of being added to a blacklist or losing email reputation, either of which would have an adverse effect on the delivery of future emails. When you are blacklisted, all emails are rejected.

Can I remove emails from the permanent block list?

No.  Removing email addresses from the blocked list affects your whitelisting status which can cause email delivery delays. If you lose your whitelisting status and become blacklisted, emails will not be delivered.

What does unsubscribe mean?

To unsubscribe is an action taken by the user, requesting that their email address be removed from all email marketing.  This is also known as an opt out.

What is a bounce back?

A bounce back or ‘bounce’ is an automated message from an email system, informing the sender that the message could not be delivered.

A bounce back occurs after the first unsuccessful delivery attempt.

Per DocuMatix protocol, emails are added to the permanent bounce list after 3 bounce backs.

NOTE: Failure to correct a bounce back issue (e.g., a spelling mistake in the email address, the domain name doesn’t exist, or the recipient is unknown) will increase the risk of being added to a blacklist or losing email reputation, either of which would have an adverse effect on the delivery of future emails.

Reports

How do you access reports in DocuMatix?

Reports are accessible in three places within DocuMatix.

Reports are accessible on the Dashboard using the reports widgets, and a chart on the Email Manager dashboard which displays open and click through trends for email launches.

 For reports that are specific for an email, survey, etc., the report is viewed by selecting the “View Report” option within the Published tab (for Email Manager, Surveys, etc). 

 Reports that can include multiple emails are found in the Report Center.

To learn more about accessing reports from the Dashboard, click here.

To learn more about accessing reports from DPS, click here.

Email Manager

How do I set up a Web Form?

To learn more about setting up Web Forms, click here.

What are Web Form emails?

A web form is used to gather information.  A web form email is an automated response to a submitted web form.

Any web form can be paired with a web form email. The email can have information entered from the web form merged into the email.

The following are some examples of how web forms and web form emails are used by other Marquis clients.

Externally (member or customer-facing):

  • request additional information (e.g., Document within a Document rack) – this can be paired with a follow-up email to the person requesting, with a link to the documents they requested)
  • gather new email addresses
  • update contact information – a web form email could be delivered to an internal email box of a person who would fulfill the request
  • opt in to operational text messaging
  • contests or giveaways
  • virtually anything where data is gathered

Internally (employee-facing):

  • staff recognitions – a web form email could send this in for consideration or directly to an all staff email address (depending on how you handle your staff recognition process)
  • facilities request forms – this could be paired with a web form email to deliver the request to the facilities group
  • suggestion box
  • contests or giveaways entries
  • virtually anything where data is gathered

How do I set up a Web Form email using a Document Rack?

To learn more about setting up a Web Form Email using the Document Rack, click here.

How does a refer-a-friend program help my business?

Peer-to-peer marketing is a driver behind purchasing decisions.

The act of referring a friend, colleague, or family member increases the chances that the potential customer will purchase from your business.

How do I set up Refer-a-friend?

To learn more about setting up Refer-a-friend, click here.

How can I embed a video in my email?

NOTE: Some email providers remove embedded videos.

To learn more about embedding a video in email, click here.

What is an email snippet?

An email snippet, designed to complement the email subject line, gives the subscriber quick insight as to the contents of the email by displaying the first portion, call to action, or summary of the actual email. Often, the email provider displays who the email is from, the subject line, and a snippet of the email.

How do I hide the email snippet?

The email snippet may be hidden by setting the snippet text color the same as the background of your email.

For further assistance, reach out to the support department at 877-362-8628 or  [email protected].

Can I recall an email?

No. Once published and in queue, the email cannot be recalled.  The queue begins five minutes prior to launch time.

Can I stop an email scheduled to launch in the future?

Yes, if the email is scheduled to launch in more than five minutes, the email may be stopped with assistance from support.

The support department may be reached at 877-362-8628 or  [email protected].

To learn more about how to demote (stop) an email, click here.

<link to DMX 362>

What are merge fields?

Merge fields are placeholders in the email template which allow emails to be personalized. The placeholder is filled with information from the data/CSV file. Using a personalized greeting (such as “Hi, Jeff” or “Good morning, Samantha”) is more friendly and inviting than a generic greeting.

How do you add a merge field?

To learn more about adding merge fields, click here.

What is a CSV file?

A CSV file is a comma separated value file. DocuMatix uses CSV files to load data (e.g., email addresses, merge fields used in emails). For DocuMatix, the CSV file must contain a header row with column names and the column names must not contain spaces or quotation marks.

How do I resolve errors when uploading a data (CSV) file?

First, verify the following:

  • Confirm that the data file is a .CSV (comma delimited) file type.
  • The data file contains a header row (the column names will be used to map to custom fields or merge fields).
  • The header row cannot contain any spaces (including spaces before or after field name).
  • If any of your column headings are surrounded by quotes, remove the quotation marks.

After verifying the above steps, some additional troubleshooting steps may be necessary:

  • Delete 10-15 columns to the right of the data, to remove any potential spaces in the empty columns that might not be visible.
  • Delete the header row and add a new one.
  • Alternatively, copy the data and paste in a new spreadsheet, and save with a different name.

How do I link a survey, web form, event, or document to an email?

To learn more about linking a survey, web form, event, or document (from a document rack), click here.

To learn more about replacing a URL with linked text, click here.

<link to DMX 363>

How do I create a shortened URL using DocuMatix?

Within DocuMatix, short URLs may be created by using a Generate Short URL button.

This tool will work for any URL and may be used with web forms, surveys, the document rack, etc.

To learn more about creating a short URL, click here.

What is a variable image in an email?

Variable images allow you to send different images to different clients to customize and individualize the communication process.

For example, you may want to include the photo of the specific service rep who helped a member. Your clients will feel that the company knows them, cares, and is paying attention.

What is a variable URL in an email?

Variable URLs allow you to send different web pages to different clients to customize and individualize the communication process.

How do I add variable content to an email?

Two types of variable content are available, variable images and variable URL.

Variable Images

To learn about adding a static image with variable text overlay, click here.

Variable URL

To learn about adding variable URL with partial merge fields, click here.

<link to procedure DMX 370>

To learn about adding variable URL with full merge fields, click here.

<link to procedure DMX 371>

Document Rack

What is the Document Rack?

The Document Rack provides a centralized storage location for PDF documentation (e.g. brochures and sales forms). This is ideal for you to keep the correct copy that can be referenced by your customers or internal staff. These documents are readily available to be used as links within emails, web forms, surveys, etc.

For example, a customer could receive a brochure with more information about mortgage loans.

How do I set up the Document Rack?

To learn more about setting up the Document Rack, click here.

How do I set up a Web Form email using a Document Rack?

To learn more about setting up a Web Form Email using the Document Rack, click here.

Web Forms

How do I set up a Web Form?

To learn more about setting up Web Form emails, click here.

What are Web Form emails?

A web form is used to gather information.  A web form email is an automated response to a submitted web form.

Any web form can be paired with a web form email. The email can have information entered from the web form merged into the email.

The following are some examples of how web forms and web form emails are used by other Marquis clients.

Externally (member or customer-facing):

  • request additional information (e.g., Document within a Document rack) – this can be paired with a follow-up email to the person requesting, with a link to the documents they requested)
  • gather new email addresses
  • update contact information – a web form email could be delivered to an internal email box of a person who would fulfill the request
  • opt in to operational text messaging
  • contests or giveaways
  • virtually anything where data is gathered

Internally (employee-facing):

  • staff recognitions – a web form email could send this in for consideration or directly to an all staff email address (depending on how you handle your staff recognition process)
  • facilities request forms – this could be paired with a web form email to deliver the request to the facilities group
  • suggestion box
  • contests or giveaways entries
  • virtually anything where data is gathered

How do I set up a hidden recipient in a Web Form email?

To learn more about setting up hidden recipients in Web Form emails, follow the link below.

<link to procedure DMX 364>

How do I set up a Web Form email using the Document Rack?

To learn more about setting up a Web Form Email using the Document Rack, click here.

Texting

How do I opt out a mobile number?

To manually add a phone number to the marketing text messages Opt-Out list:

  1. Click DocuMatix Text Messaging
  2. Click the left-hand menu option for Opt-Out List
  3. Enter in the mobile number of the person to be removed from the text list
  4. Click Add

CenTrax NEXT Help Resources

Assembly

This module provides a brief overview of the functions of all sections within CenTrax NEXT.

This module explains information to be set up before working within other sections of CenTrax NEXT.

  • Setup
    • Institutions/Information
    • CenTrax NEXT Settings
    • File Manager
  • Administrator
    • Admin Permissions (Users and Roles)
    • Reports & Managing Dashboard Elements

This module provides analysis tools such as Institution Groups, Tract Groups/AA’s, and Field Group Manager.

  • Institution Groups
  • Tract Groups/AAs
  • Field Group Manager

This module explains various methods for which data may be brought into CenTrax NEXT.

  • Administration/User Defined Fields
  • Data Processing/DataPro
  • Data Processing/Data Conversion
    Data Entry
  • BISG

This module provides an explanation of two methods which may be used to update data.

  • Purpose/Functionality of Manual Geocode
  • Purpose/Functionality of Update Derived Fields

Analysis

This module explores the tools used for Data Analysis purposes.

  • Explanation of Field Groups & Field Group Manager
  • Explanation of Output Options (Mapping, Etc.)

This module reviews the purpose and functionality of major tools used in filtering.

  • Using the filtering tools
  • Navigation through filter workspace
  • Using Fast Filters/Three Step Filters

This module provides an explanation of how to create maps and map examples.

  • Preliminary steps needed to create maps
  • How to create maps
  • Examples of two types of maps

Action

This module provides an overview of the exam tables focusing on the following areas:

  • Navigation
  • Purpose
  • Uses

This module provides an overview of the dashboard focusing on the following areas:

  • How to add, manage, and customize Dashboards
  • How to select Dashboard Reports

This module serves as a resource for reporting functions, as well as HMDA, CRA and Fair Lending Report explanations, applications, and examples.

  • Understanding how roles and permissions affect reports
  • How to run, select, filter, edit, save and customize reports
  • An overview of HMDA, Fair Lending, and CRA reports

This module provides an overview of the HDMA & CRA Submission filing process focusing on the following areas:

  • Setup
  • Submission Procedures
  • Utilizing the Filing Wizard
  • Common HMDA and CRA Exceptions

This module explains how to use SamplePro to automate the pulling of sample files for auditing purposes. Also included is how to use ExportPro, which is used to automate the pulling of files for auditing or research purposes.