Calyx Point 7 User Manual page 327

Click Update Products to update a provider list with the investors and products that
3
they currently offer.
The document provider login dialog box is displayed.
Select a provider from the Documents Provider dropdown list.
4
The provider telephone number and web page links are provided if you need
additional information or need to create or update an account.
Enter your
5
Submit. Depending on the document provider, you also might be required to enter
your account number and branch ID.
The
access to this provider.
To save your password, select the
Point User Guide
Update the Select Product list regularly to verify that your product
selection is still available. If the selected product was discontinued after
the product selection was made, an error will occur when you submit
your request.
and
User ID Password
If you do not have a user ID and password for the provider that you want
to use, contact them to set up an account.
,
Account Number Branch ID
Recommendation
for the selected document provider and click
Requirement
, and are automatically saved for future
User ID
Save Password
check box.
Services
309