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
- Open Point.
- In the Navigation Panel, click the Templates tab.
- Select the Custom Forms/Letters/Email option.
- 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.
- In the New Custom Form window, assign a name to the form, and click OK.
- 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.
- Use the Point Custom Form window to insert Point fields.
- 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.
- Click Insert.
- 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.
- Click Insert.
- 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 0061 Searching for Field ID's
- Click Save and Close from the Point Custom Form window when you have finished.
- When your form is finished, it should look something like this:
Print a custom form for a single borrower
- Open the applicable Point file.
- From the Menu bar, select File > Print.
- In the Borrower Forms window, click the Custom Forms tab.
- In the left pane, select the custom form and click Print.
- The document prints, merging the data from the Point file into the document.
E-mail a custom form to a single borrower
- Open the Point file.
- From the Menu bar, select File > E-mail > Forms.
- From the Borrower forms window, click the Custom Forms tab.
- Select the form and click Send.
- From the Set PDF Password window, select Protect with Password or Do No Protect with Password.
- Click OK.
E-mail a custom form to multiple borrowers
See article 0559 E-mail a letter to multiple borrowers