Click2Doc allows POINT users to email documents directly to borrowers. Recipients need no special software to open, view or print documents.

Using Click2Doc with Calyx POINTÒ
for E-mailing Forms
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Click2Doc™ has the ability to create a file set that can be e-mailed and received by anyone with Windows 95, 98, Millennium, NT, or Win 2000.  

Printing and e-mailing with Click2Doc

  1. Verify that the Click2Doc is installed.  Click the Start button, and choose Settings, then click Printers. 

  2. The Printers folder should display an icon titled Click2Doc.  Click the X at the top right to exit Printers. 

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

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

  5. Select the forms to be sent, and click OK.  The Print dialogue box will display.

  6. Click the Setup button.  

  7. Click on the dropdown list for Specific Printer, and choose Click2Doc. Select paper size.  Be SURE if you have even one legal size page that you select legal for your page size.

  8.  Click OK on the Print dialogue box. The Click2Doc dialogue box will display.  Select “email” option if an MS Outlook, Outlook Express, Eudora, or The Bat! email client user (or any other MAPI compliant email client) then skip to 12.  If not, go to 9.  

Note: If you are using Microsoft Outlook®, Outlook Express®, Eudora, or The Bat!,  as your default email client, skip to step 12.

9.      Specify the location and filename of the Click2Doc file to be created, and click OK.  

10.  A dialogue box called Click2Doc will display.  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.

11.  Close or minimize POINT, open your e-mail software, start a new message, and attach the Click2Doc file.  Consult your e-mail software documentation for attaching files.  Manually insert your subject and your outbound message to the recipient.  Send e Mail..  Be sure you have told your borrower or client to expect a file from you and it contains their documents.

Note: If you are using Microsoft Outlook or Outlook Express complete with step 12.

12.  Type in the email address and the personal salutation over your default comments that automatically appear in the email.  Send e Mail.  Be sure you have told your borrower or client to expect a file from you and it contains their documents.

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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