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Loan file overview
In the forms list, select the Forms tab and select the forms to be sent.
2
Click Send.
3
The
Select either
4
•
•
An e-mail window from your default e-mail application opens with the forms attached
as a single PDF document.
Complete your e-mail and send it as you normally would.
5
92
Select forms for only one recipient at a time. When the Send button is
clicked, a single PDF file is generated that contains all of the selected
forms.
Set PDF Password
dialog box is displayed.
Protect with Password
Protect with Password
If you select
Do Not Protect with Password
If you select
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.
•
For information about e-mailing from the document repository, refer
to
E-mailing files from the document
•
For more information about e-mailing files and forms, see
Knowledge Base articles:
–
#0081 How to e-mail a form from Point
–
#0101 E-mailing files or forms outside of Point
Caution
Do Not Protect with Password
or
, enter the password and click OK.
, click the OK button.
Tip
Borrower Information
Related information
repository, on page 210.
.
screen:
Calyx Software
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