Texas Capital WarehouseNOW Sample eGuide

Importing a Funding Request into WarehouseNow ® 1. Login to WarehouseNow ® . 2. Click on Tasks . 3. Click on Enter Funding Request . 4. Click the Import button. 5. Under Script , click on Import: Funding Request .

6. Click on the Import tab.

7. Click on the Browse button. 8. Click Add File . 9. Locate and select the completed Funding Request Spreadsheet file. 10. Click on Open . 11. Click OK to close the window. 12. Click on the Submit button. Result: The Process Monitor tab opens and the results are displayed.

13

10.01.2015 Version 4.0 – Client User Guide