Adding Non-Point Documents To The Repository - Calyx Point 7 User Manual

Adding non-Point documents to the repository

You can add any electronic document to the document repository if it is in one of the
following supported formats:
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To add an existing document on your computer to the document repository:
Open the borrower or prospect file that contains the information you want to store.
1
Select eLoanFile > Document Storage to access the
2
box.
Click Add.
3
The
Select
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The
Point User Guide
PDF (.pdf)
Images (.jpeg, .jpg, .gif, .bmp, .tif, .tiff)
Microsoft Word (.doc, .docx)
Text (.txt)
Rich text (.rtf)
HTML (.html, .htm)
Add Selection dialog box is displayed.
Add File from Computer
Add Document dialog box is displayed.
Document Storage
and click OK.
Electronic document storage
dialog
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