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Calyx Software
Integrated products and services
i
Navigate to the location where the document is stored on your computer and
select the file.
ii
Click
Open
.
The document is displayed in the
Document Information Preview
dialog
box.
iii
Select the category and type and click
Add
.
iv
Click
OK
in the
Select File
dialog box.
The document path is entered in the
Send
Document
to
Escrow
Company
field
and will be sent when the request is submitted.
4
Complete the information in the
Borrowers
tab.
a
Select the
Borrowers
tab.
Attention
If the file is not already in PDF format, you can select the file format from
the dropdown list to view the file.
The following file types are supported:
•
•
.doc, .docx
•
.txt
•
.tif, .tiff