Calyx Point 7 - Page 244

226 Calyx Software
Loan tracking
ii Click the Create Registration Request button.
The Registration Request document is generated and is automatically added
to the document repository.
The
Email Document dialog box is displayed. The FileName field is
prepopulated with the document name.
iii To e-mail the document, keep the default file name or enter a new name and
click OK.
To cancel the e-mail request, click Cancel.
iv Select the
Float or Lock check box to specify whether the loan rate was
locked.
If you select
Float, the fields remain enabled so you can make adjustments if
the rate changes.
If you select
Lock, the fields in the Interest Rate from Rate Sheet and Pricing
from Rate Sheet
sections are disabled and cannot be modified. The Create
Lock Request button becomes enabled.
v Click the Create Lock Request button.
The Lock Request document is generated and is automatically added to the
document repository.
The
Email Document dialog box is displayed. The FileName field is
prepopulated with the document name.
vi To e-mail the document, keep the default file name or enter a new name and
click OK.
To cancel the e-mail request, click Cancel.
Note
The Float and Lock check boxes are mutually exclusive.
Related information
• For information about creating Doc Type dropdown list options, refer
to Creating dropdown lists, on page44.
• Refer to E-mailing forms, on page91, for more information about
setting PDF passwords and e-mailing forms.
• For more information about the document repository, refer to
Electronic document storage, on page202.
• Refer to Chapter 19, Contact management (Cardex), for information
about the Cardex database.