Calyx Point 7 - Electronic Document Storage; Accessing the Document Repository

202 Calyx Software
Electronic loan files
A documents provider can customize this screen with fields that meet their
information requirements for the Closing Documents and Initial Disclosures
interfaces.
Electronic document storage
Each loan file has a separate document repository that is used to store and manage
electronic documents that are associated with that file. Use the document repository to
retain an electronic file of all information associated with the loan.
The document repository stores the following types of documents:
• Point-generated forms that are accessible from the
Borrower Forms dialog box,
such as the Loan Application or Transmittal Summary
• Documents that were generated by using one of the Point services or interfaces,
such as a credit report or an appraisal
• Electronic documents that were created outside of Point, for example, an
electronic copy of the borrower’s latest pay stub or some correspondence that
was created in Microsoft Word
The following methods are used to add documents to the document repository:
•From the
Document Storage dialog box
•From the
Borrower Forms dialog box
• By requesting a document from one of the Point services
• Drag and drop
Accessing the document repository
To access the document repository:
1 Open a prospect or borrower file.
2 Select eLoanFile > Document Storage.
Related information
For more information about selecting products, requesting disclosures,
and how custom fields in the
Vendor Specific Data screen are
populated, refer to Initial disclosures and closing documents, on
page307.
Attention
A copy of a document that is requested by using one of the Point services
is automatically stored in the document repository when the document is
received.
Tip
You can also access the document repository by selecting eLoanFile:
Document Storage from the shortcut menu or by clicking the
Document Storage icon on the toolbar.