Calyx Point 7, Руководство пользователя, Страница: 339 / 537

Point User Guide 321
Services
g
Select the branch office from the dropdown list.
h
Select the check box next to the products you want to order and select an option
from the dropdown lists.
i
Enter the name of title officer or select the name of the title officer you want to
work with from the dropdown list.
This field is automatically populated if the information was entered in the loan file.
j
Enter additional information, amendments, or endorsements in the provided field.
k
Enter the order number in the
Title Order Number
field.
l
To include an additional document with the request, select
Send Document to
Title Company
and click
Select...
.
The Select File dialog box is displayed.
m
Select whether you want to send the document from the document repository or
send a file from your computer and click the
Browse
button that corresponds to
your selection.
n
If you selected
Send from Document Repository
, the Document Storage dialog
box is displayed.
i
Select the document to include and click the
Select
button.
ii
Click
OK
in the Select File dialog box.
The Title/Escrow Request dialog is displayed. The document will be sent
when the request is submitted.
If you selected
Select a file on your computer
, the Microsoft Windows Choose
file dialog box is displayed.
i
Navigate to the location where the document is stored on your computer and
select the file.
Restriction
You can only attach one document to the title/escrow request.
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:
• .pdf
• .doc, .docx
• .txt
• .tif, .tiff