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2507 Creating and editing custom forms


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Other Forms/Custom Forms

Selecting the Custom Forms feature opens an instance of Word within Point. It also merges data from the Point file into the Word document.

Creating a Custom Form

  1. Open Point.
  2. In the Navigation Panel, click the Templates tab.
  3. Select the Custom Forms/Letters/Email option.
  4. In the Workspace, click the New button.
    • If you imported a Word document into custom forms, double click on the form to edit it. Click here for instructions on importing a Word document.
  5. In the New Custom Form window, assign a name to the form, and click OK.
  6. A blank Microsoft® Word document opens with a Point Custom Form tool in the upper left corner. Create your letter or form the same as any Microsoft® Word document.




  7. Use the Point Custom Form window to insert Point fields.
  8. In the Point Custom Form window, go to the Select Point Field dropdown list, and select the Point field you want to insert into the document.
  9. Click Insert.


  10. If the field you want to insert is not shown in the dropdown list, scroll to the bottom of the list and select Other Point fields Not Listed Above.
  11. Click Insert.
  12. An Insert Point Field window appears. Enter the Field ID of the field you want to insert into the document. (To find a Field ID please refer to article 1131 Locating field ID's
  13. Click Save and Close from the Point Custom Form window when you have finished.
  14. When your form is finished, it should look something like this:

Print a custom form for a single borrower

  1. Open the applicable Point file.
  2. From the Menu bar, select File > Print.
  3. In the Borrower Forms window, click the Custom Forms tab.
  4. In the left pane, select the custom form and click Print.
  5. The document prints, merging the data from the Point file into the document.

E-mail a custom form to a single borrower

  1. Open the Point file.
  2. From the Menu bar, select File > E-mail > Forms.
  3. From the Borrower forms window, click the Custom Forms tab.
  4. Select the form and click Send.
  5. From the Set PDF Password window, select Protect with Password or Do No Protect with Password.
  6. Click OK.

E-mail a custom form to multiple borrowers

See article 0559 E-mail a letter to multiple borrowers

 

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Last Modified: 5 Months Ago
Last Modified By: cswms
Type: Point
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