Calyx Point 7 - E-Mailing Forms

Point User Guide 91
Print and e-mail options
3 Complete your e-mail and send it as you normally would.
E-mailing forms
Use the Borrower Forms dialog box to create PDF documents of the selected forms that
you can attach to an e-mail.
To e-mail forms:
1 Select File > E-Mail > Form or click the E-mail icon and select E-Mail Forms.
The
Borrower Forms dialog box is displayed.
Related information
For more information about .pcf files, see Saving loan files as Point
compressed files (.pcfs), on page75.
Tip
You can also access the Borrower Forms dialog box by selecting File >
Print or File > Print Preview and selecting E-mail as PDF File from the
Output Option dropdown list.