A user who has credentials for Filogix (D+H Expert) can send data from BrokrBindr to Filogix.
You have the option to send the data and create a brand new file in Filogix, or if you know the Filogix file number, you can send data and overwrite the existing application information.
To export data to Filogix:
1. Open the subject application, and from top row buttons, click on Filogix dropdown menu.
2. Select Push to Filogix
3. In the dialog box, fill in the four-letter Firmcode, username, and password.
[Note: Be aware that certain browsers may try to prefill the username and password fields. If so, these fields are often highlighted in yellow. Please ensure you are using your Filogix username and password, NOT your BrokrBindr credentials]
4. If you wish to create a brand new application in Filogix, check the "Create New" box.If you wish to overwrite an existing Filogix application, uncheck the "Create New" box, and fill in the Filogix application number (must be in the format ABCD-nnnn].
5.Click the Export button.
6. BrokrBindr will use your credentials to process the information on Filogix. This could take a few minutes. [Note: If you are editing an existing Filogix application, this operation will overwrite it with the new information from BrokrBindr, and save the changes. You will not be able to return to the old Filogix application information. ]