Using Microsoft Outlook makes it easy to e-mail a file or form from Point. You can send the file or e-mail directly from Point. If you do not use Microsoft Outlook to send/receive e-mail, see article 0101 E-mailing files or forms outside of Point

How to E-mail a Point file with Microsoft Outlook

1. Open the Point file.
2. From the menu bar, select File > E-mail > Point Data File.
   
   
   
   
   
3. From the E-mail Point Data File window, enter a password. (This is the password that must be used to open the attachment)
4. Click Send To. A new Outlook mail message will open with the file automatically attached.

How to e-mail a form with Microsoft Outlook

1. Open Point.
2. Open a Prospect or Borrower file.
3. From the Menu bar, select File > E-mail > Forms.
   
   
   
   
   
4. In the Borrower Forms window, select the forms you want to send.
5. Verify the Output Option dropdown list is set to E-mail as pdf file.
6. Click Send.
   
   
   
   
   
7. In the Set PDF Password window, click Protect with Password.
8. In the Password field, enter the password and click OK.
   
   Note: Point is designed to work with Outlook or Outlook Express. Any other E-mail clients may not function as expected.
   
9. A blank e-mail opens with the PDF files attached (Point splits the PDF files into 3 different files: letter, legal, and other).
10. Complete the To and Subject fields in the e-mail.
11. Click Send.

Recipients must have Adobe Reader installed to view the forms.

If you do not use Microsoft Outlook to send and receive email, see article 0101 E-mailing files or forms outside of Point