STEP ONE: PRINTING THE FORMS USING vFORMS PDF PRINTER

(When instructions refer to "Click", this refers to clicking the top left side of your mouse unless specified otherwise)

1. You will need to open the files in your software program and select the form or document you wish to print and email using InterActive vForms (i.e., printing a completed 1003, good faith, TIL, and state disclosure forms from Calyx Point - open your Point LOS and select a borrower and select the forms you desire to print and email).
2. Select the print page options.
3. When your default printer shows on the screen prior to printing, click the down arrow next to the printer and select the vForms Printer.
4. Once the vForms Printer has been selected, print the desired form(s). These forms will not be printed in paper, they will generate an image of the file and create a file that will automatically be retrieved by InterActive vForms when you select the "Send" or email icon in InterActive vForms.
5. In the left corner of your screens,  you will notice the forms being tabulated and printed.

STEP TWO: EMAILING THESE FORMS USING InterActive vFORMS SOFTWARE

1. Open vForms by double clicking on the vForms icon on your desktop.
2. If you wish to email vForms InterActive documents from your library of forms with the other forms, documents, or disclosure forms printed in Step One using the vForms PDF printer, follow steps 3 through 9. If you do not wish to email additional forms from your customized library,  click on the "Send" icon in vForms and skip to #10.
3. Click on your "Borrowers", "Prospects", or "Contacts" icon in vForms, selecting the desired database you wish to load.
4. Click on a contact name and select the customized forms you wish to automatically populate from the data in the selected database (i.e.,  Borrowers will load your LOS borrowers database contacts).
5. Click on the "Send" icon.
6. An Adobe Acrobat screen will appear and then your selected vForms will show on the screen with the "Send" page being visible.
7. Review each of the forms for desired content by clicking on the box with a + sign next to "Origination". Select the forms and edit any of the fields in the form you wish to change.  If you have more than one form selected, you will see the name of the form in the "Bookmark" area.
8. Once you are satisfied with the content of the customized forms, click on the word "Submit" on the left side under "Bookmarks", this will show you the "Submit" page with a blue/green box  showing  the word "SEND".
9. Click on "SEND".
10. "vForms Send Option" screen will appear.
11. "vForms Printer Available Documents" will appear in the left box (these are the forms you printed with the vForms PDF Printer).
12. The customized library forms populated from your database data will appear in the right box named "Included Documents".
13. You can view the vForms Printer documents by a single click on a form in the left box.
14. You will need to transfer any of the vForms PDF printer documents to the right box named "Included Documents" by selecting "ADD" or "ADD ALL", if you wish to include these forms in your outgoing email to your client or vendor.
15. You will need to have any of the documents you wish to email located in the "Included Forms" area" before you proceed.
16. After you select the desired forms, you can encrypt the file using a "case sensitive" password by entering that password in the "Optional Password" field at the bottom of the form.
17. If you wish to allow the recipient of your email to edit or make changes in the InterActive customized forms (the forms printed using the vForms PDF printer are not editable by the recipient), click the box named "Enable Field Changes in Forms".
18. If you wish to highlight your vForms Printer Documents, click on the Highlight box in the left corner and then click "OK".
19. Highlight the documents (see vTip # 23 for highlighting vForms) and click "Send" to generate the email and convert the selected files into secure PDF attachments (you will notice in the bottom left side of your screen the number of vForms printed forms being converted to secure PDF file attachment.  The time to convert and load these forms varies with the size of the form and the settings established for your default printer).
20. Two PDF attachments will be created and load into your outgoing email form (AOL users will have two PDF files generated and sent to your "download" directory under your current version of AOL for you to attach to your email; web based email users will find their files in "My Documents" folder). The vForms Printer generated forms will be included in one of the attachments named "Docs.pdf" and the customized forms from vForms will be included in a PDF attachment names "Forms.pdf".
21. Confirm the email address for your recipient, the  subject title, and make any appropriate comments in the comment area of the email before selecting the email or send button on your email.
22. You will also note that vForms automatically attaches a message stating this is a PDF file and the recipient will need the FREE Adobe Acrobat reader or the full Adobe writer version to open and view these forms. If your  clients do not have this FREE software, an Adobe website is printed in the attachment or they can download this Adobe version from our website: Downloads.

Note: Many of our clients include their email address in the BCC field of the outgoing email. In this manner, if you receive the email, then you will be very confident that your client has received the same email and forms attachments.

These instructions and more are included in our "InterActive vForms Users Guide" for InterActive vForms that can be located on our website: www.vLoanPort.com by clicking on the "User's Manuals" tab on the left side for the screen.

Email or call us if you have specific questions on how to maximize the potential of InterActive vForms for your business. We will be happy to write vTips for all of our users to benefit from your comments or questions. Thank you for being a vLoanPort and InterActive vForms preferred client.