Point User Guide
311
Services
Only information that is specific to the request is included in the dialog box.
The provider that was last selected from the
Select Product
window is automatically
populated in the
Document Provider
dropdown list.
2
Select the disclosure package type from the dropdown list.
3
To receive the documents through e-mail, enter your e-mail address in the field. To
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
Disclosure
eDelivery
field is disabled.
4
Select the request type, enter the order reference number, if applicable, and click
Submit
.
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.
Attention
If you do not select the provider that was selected in the
Select Product
screen, an error will occur when you click
Submit
. Therefore, to avoid an
error, the provider is preselected.