Get Forms Into Point By Calyx

Filling out the Forms Into Point By Calyx online is a straightforward process designed to help users create and manage custom forms efficiently. This guide provides step-by-step instructions to ensure a smooth experience.

Follow the steps to complete your forms seamlessly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the navigation panel on the left of the Point screen, locate and click the Templates tab. This area allows you to manage various templates.
3. Select the Custom Forms/Letters/Email checkbox to specify the type of document you are working with.
4. Press the New button to bring up the New Custom Form window where you will initiate the creation of your form.
5. Enter a suitable name for the form you want to create in the designated field, ensuring it is descriptive enough for easy identification.
6. Click OK to proceed from the New Custom Form window. This action will create a blank document for further editing.
7. Microsoft Word will open with a blank document alongside the Point Custom Form window. Here, you can add merge fields.
8. Utilize the Point Field dropdown list to insert the necessary fields into your document. If you need a specific field not available, select Other Point Fields Not Listed Above.
9. Click Insert to access the Insert Point Field window, where you can enter the Field ID and insert it into your document.
10. Once you have completed your custom form, click Save & Close to ensure your changes are recorded.
11. To print your custom form, open a Prospect or Borrower file and go to the Menu bar, select File > Print. In the Borrower Forms window, access the Custom Forms tab.
12. Select the document from the left pane and set the Output Option dropdown menu to Print Preview to check your document's readiness.
13. When you are satisfied with the preview, switch the Output Option back to Print and click Print to finalize the process.
14. If you have an existing document in MS Word that you want to import, in Point’s left navigation panel, click the Templates tab and select the Custom Forms/Letters/Email checkbox.
15. Click the Import button at the top of the workspace and follow the prompts to select the Word document you wish to import for use as a custom form.

Start creating your documents online with confidence today!