Moneylender Professional - Loan Servicing Software

Template Definition Files


Manage Templates - Select Multiple for Export Moneylender Professional supports sharing template data independent if the loan records in a portfolio file. Sharing templates is done by exporting templates to a Template Definition File (*.mlt). Some helpful template files are available in the template share on the MLP website.

To create a Template Definition File, click Portfolio > Manage Templates. Select the templates you wish to export/share. You can hold shift or control while clicking the templates to select multiple. Then click "Export Selected" and specify the name and location for the template file. These files are encrypted when created, so nothing shows up as plain text within the file. You can email the Template Definition Files, or put them on CD or USB drive, to copy them to another computer.
Import Templates dialog
Once you have the template definition file on your computer, you can import any or all of the templates contained in that file into your portfolio(s) by clicking Portfolio > Manage Templates and clicking the "Import Templates" button. This will open the Import Templates dialog. Click "Change Source" to browse to and select your template definition file. You'll see a list of the templates in the file, and you can check any templates you wish to import. Click "Import" to copy the templates into your portfolio.

The Import Templates dialog also allows you to re-import the default templates that come with Moneylender Professional. Click Default Templates to display the default templates. Check any templates you wish to copy to your portfolio.


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