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This section defines terms used in GOLDVault.
index type—An "index type" is any of the following: deposit account number, loan account number, customer name or number, lender number, and General Ledger number. GOLDVault allows you to attach files to index types.
link—"Link" means to attach a file, including image files, to an index type.
linkable item—Linkable items are links that you are working with that were passed to the Upload and Link Files screen from its calling application. With proper role security, you can use the Plus button to add additional links to the linkable items list.
role security—You can assign user security by roles. For example, security options determine if a user can view files, add files, print documents, update document information, and so forth.
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