Using Click2Doc with Calyx POINT® on Win 98 for E-mailing Forms Home   |   RETURN

Click2Doc™ has the ability to create a file set that can be e-mailed and RECEIVED by anyone with Windows 95, 98, Millennium, NT, Win 2000 or XP.   

For delivery to other Operating Systems such as Mac, Unix, Linux, and others OR for posting a document (single page only, use Click2Doc standard for creating a downloadable file type) to the web, use the alternative file type.  (Viewer required.) 

Click2Doc is supported ONLY on Windows 95, 98, Millennium and NT Operating Systems.  It is technically compatible with Win 2000 and XP, but not supported.

Printing and e-mailing with Click2Doc

1.       Start POINT and open a prospect or borrower file. 

2.       Click the File menu and choose Print.  The Print Options will display. 

3.       Select the forms to be e-mailed, and click PRINT.  The Print dialogue box will display.

4.       Click the PRINTER Name: tab arrow and SELECT Click2Doc.  

5.       CLICK the  PROPERTIES button and then select paper size. Be SURE if you have even one legal size page that you select legal for your page size.

6.       Click OK on the Print dialogue box. The Click2Doc dialogue box will then display.  

7.  Select “email” option IF you are a POP email account user.  ( MS Outlook, Outlook Express, Bat!, Eudora, Netscape).   You may also select "Password Protect" documents by checking the box and entering a password.  (Suggested Use: Use the borrowers last 4 digits of SS#) 

If not a POP account ( You use AOL or Web based mail ), go to 7N below.

8.  Click OK, Click2Doc will then open your email client* and attach the file.  Then type in the email address and the personal salutation over your default comments that automatically appears in the email.  

9.  Double click the attached file and review to make sure all the documents are in place and viewable just as you would "check paperwork" for completeness and accuracy prior to shipping.

9. Then Send Mail.  BE SURE you have told your borrower or client to expect a file from you and it contains their documents.

If recipient has fire walls of high security measures, you may use the alternative file type as a backup method of sending the documents.  The preferred method is in the Click2Doc file type. 

POP Mail Instructions Completed.  See Below
to learn how to save a file to a directory (folder) or use with a web based account.

 NON-POP ( AOL and Web Based Mail ) Mail instructions continued.

7N.   A dialogue box called Click2Doc will display a Select Option of  “Save Click2Doc File”. This option is for use with NON-POP accounts OR ANYTIME you prefer to save a copy of the documents, being sent, in a folder.  

      You may also select "Password Protect" documents by checking the box and entering a password.  ( Suggested Use: Use the borrowers last 4 digits of SS# or other "code" easy for the intended recipient. ) 

8N.   Specify the directory path and file name for saving your file. (We recommend creating a fold called “My Click2Docs” for storing and retrieving.) Click OK.

9N.  Close or minimize POINT, open your e-mail software, start a new message, and then attach the Click2Doc file.  Consult your e-mail software documentation for attaching files.  Manually inset your subject and your outbound message to the recipient.

Note: If you chose multiple forms to be printed, a single Click2Doc file will be created containing all the pages in a set.  The recipient cannot edit Click2Doc forms. They can save, view or print.  Click2Doc forms can be stored on most any media including WEB Servers and file transfer systems for downloading. 

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