Texas Capital WarehouseNOW Sample eGuide

To determine why the import failed... 1. Click the Tasks tab on the vertical menu.

Note: If multiple funding requests are submitted on the same Funding Request Spreadsheet , determine which request(s), if any, were successfully imported into WarehouseNow ® by looking at the colored circles to the left of the Task number link. Tasks with a red circle have an error or errors. Tasks with a green circle were imported successfully. 2. Click on the Task number link. • One click on the Task number link displays funding details associated to the failed task. • Click again to display the error messages associated to the failed task.

Use the information in the error messages to determine why the funding request(s) failed to import into WarehouseNow ® .

• Determine if any information was mis-keyed. Make the correction and import the file again. • Determine if data was entered into the wrong column. Make the correction on the spreadsheet and import the spreadsheet again. • Determine if a required field is blank. Complete the required field and import the file again. • Contact your assigned Relationship Specialist with the job Task number and the reason for the exception. • Your Relationship Specialist will work with our Officers to determine if an exception will be allowed. • Your Relationship Specialist will contact you with the final decision.

If the error indicates missing or incorrect required information…

If the error indicates the loan does not meet eligibility rules…

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10.01.2015 Version 4.0 – Client User Guide