Reduced Support Availability: 22nd - 23rd April 2024

Just to let you know, our team is attending the OneFile all company meeting on 22nd and 23rd April 2024, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

Feature change alert - New OneFile Login May 2024

From Wednesday 1st May 2024, we're we are updating the login process for all products. . More information on this change can be found here.

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Creating new versions of Funding Calculators

  User Roles

This feature can be used by the following user roles:

  • Client Owner

If you wish to create a new version of a Funding Calculator, please follow the below steps: 

  1. Click Manage Standards 
  2. Click View Funding Calculators 
  3. Click Setup a Calculator 
  4. Make you amendments to the Funding Calculator 
  5. Click View Summary 
  6. Click Finish Setup 

When you next assign the Funding Calculator to an Applicant, the latest version will be assigned.

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