92
Calyx Software
Loan file overview
2
In the forms list, select the
Forms
tab and select the forms to be sent.
3
Click
Send
.
The
Set PDF Password
dialog box is displayed.
4
Select either
Protect with Password
or
Do Not Protect with Password
.
•
If you select
Protect with Password
, enter the password and click
OK
.
•
If you select
Do Not Protect with Password
, click the
OK
button.
An e-mail window from your default e-mail application opens with the forms attached
as a single PDF document.
5
Complete your e-mail and send it as you normally would.
Caution
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.
Tip
In addition to the methods that are included in this topic, you can also e-
mail Point forms and files from the
Borrower Information
screen:
right-click the borrower’s e-mail address, select
Send E-mail
,
Send Forms
,
or
Send Point Data File
and follow the prompts.
Related information
•
For information about e-mailing from the document repository, refer
to
E-mailing files from the document repository
, on page 210.
•
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