Insure that you have a current backup of the table that you will be modifing. This information is also located in the Help file within the DOC program under the Update From Master topic.
The Update From Master option is used to run a comparison between a table in DOC (such as Closed Loans 2003) and a table created from an extraction of data from the institutions host system.
This feature is beneficial when updating index information in a DOC table such as customer information changes like changed name status, if necessary. It is also beneficial for updating a closed date for items being stored in any table.
EXAMPLE: You have a closed loan table called 2003_Closed_Loans with the following Index Fields.
1. Account Number (Account)
2. Social Security Number (SSN)
3. Last Name (L_Name)
4. First Name (F_Name)
5. Loan Suffix Number (Suffix)
6. Closed Date (Closed)
You extract a file from the host system with Account, SSN, L_Name, F_Name, Suffix, and Closed_Date.
Import the extracted information into a new table in the Indexes cabinet called Closed_Loans_Index. (For help with importing a text file see the Index table Import section). Once the file is imported it is necessary to adjust the table structure of the 2003_Closed_Loans. Select the Closed Loans Index as the Master Table for this table (Refer to the Managing Tables section for help).
Highlight the table to update (2003_Closed_Loans) shown below.
Click the File menu option, then click Update From Master…
Select the Trigger index item/s to be used as triggers, and then select the Auto fill index item/s to be updated, then Click on the OK button to continue, or the Cancel button to cancel.
The closed dates are updated in the 2003_Closed_Loans table.