E-Mailing Data Files - Calyx Point 7 User Manual

Loan file overview
Enter a name for the print group in the
5
To share the group with other users, select the
6
Select the forms to include in your group. Use the tabs to access the different form
7
types.
The selected forms are listed in the
Click OK to save your group.
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To print the group, select it from the Print Groups tab in the
9
box.

E-mailing data files

Use the Point Data File option to e-mail entire loan files to other Point users as e-mail
attachments.
To e-mail data files:
Select File > E-Mail > Point Data File or click the e-mail icon and select E-Mail Point
1
Data File.
The
In the
2
To save the
An e-mail window from your default e-mail application opens with the file attached as
a Point compressed file (
90
E-Mail Point Data File
Use the last four digits of the borrower's SSN as the password. In the e-
mail text, inform the recipient that the file is password-protected with the
last four digits of their SSN.
field, enter a password, and click Send To.
Password Protected
.pcf file and send it later as an e-mail attachment, click Save As PCF.
.pcf ).
In addition to the methods that are included in this topic, you can also e-
mail Point forms and files from the
right-click the borrower's e-mail address, select Send E-mail, Send Forms,
or Send Point Data File and follow the prompts.
Print Group Name
Share this print group
Forms in Print Group
dialog box is displayed.
Tip
Tip
Borrower Information
field.
check box.
section.
Borrower Forms dialog
screen:
Calyx Software