Calyx Point 7 User Manual page 329

Only information that is specific to the request is included in the dialog box.
The provider that was last selected from the
populated in the Document Provider dropdown list.
Select the disclosure package type from the dropdown list.
2
To receive the documents through e-mail, enter your e-mail address in the field. To
3
enter multiple recipients, separate each e-mail address with a comma or semi-colon.
If the provider does not offer e-mail delivery of the documents, the
eDelivery
Select the request type, enter the order reference number, if applicable, and click
4
Submit.
Point User Guide
Troubleshooting tip
If an error occurs when you submit the request, it is possible that the
specified investor or product is no longer offered by the selected vendor.
Update the products list to refresh the investors and products that are
available from the vendor that you want to use.
If you do not select the provider that was selected in the
screen, an error will occur when you click Submit. Therefore, to avoid an
error, the provider is preselected.
field is disabled.
Select Product
Attention
Select Product
Services
window is automatically
Disclosure
311