WHY CREATE PRE-PROGRAMMED LISTS (PACKETS) OF SELECTED FORMS IN InterActive VFORMS?

InterActive vForms has the ability for you to select a group of forms and place them in a "packet" that can be selected quickly. Using our InterActive automatically populating forms, you will want to select certain forms for different types of loan transactions or applications. In this manner, you can simply click on a "packet" and the pre-selected forms will be automatically checked in the order you wish these forms to be emailed to your clients. Several of our valued clients have asked us to give them a quick lesson on how to create and access these selected packets of forms.

STEP ONE: MAKE SURE YOUR DEFAULT SCREEN IS PROGRAMMED TO SHOW YOU THE EMAIL OR PRINT ORDER ON THE FORMS SELECTED:

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

1. Open vForms by doubling clicking on the vForms icon on your desktop.
2. Click on "Tools" and the "Options".
3. Click on the "Defaults" tab.
4. Make sure there is a check mark in the box: "Show Print Order Column".
5. Click "OK" (Now when you select forms to be printed or emailed, a sequential number will be listed to the right of each form.

STEP TWO: CREATING A "PACKET" WITH SELECTED FORMS:

1. In the library of vForms, select each form in the order you wish these forms to be printed or emailed to your clients by clicking the box next to each specific form.
2. Click "File" and then "Save As..."
3. A Save As screen will appear with the "vForms" directory folder showing.
4. In the 'File name" box, type the name of the packet you have selected (i.e. FHA Packet; Convention Packet; etc....)
5. Click "Save", the screen will disappear and you will be looking at the vForms main screen.

STEP THREE: ACCESSING THESE "PACKETS" AND EMAILING OR PRINTING THESE FORMS:

1. In the main vForms screen you will find a "Packets" icon box at the top of the screen.
2. Click on this "Packets" icon.
3. An "Open" screen will appear showing all "packets" you have created in the vForms directory.
4. Click on the "packet" you desire and then click on "Open".
5. The selected forms will automatically be selected and checked in the pre-determined order. If you do not have all your forms showing, look at the form headings and you will noticed a shaded "check" mark in each category that forms have been 
   selected.  Click on the box that has the "+" sign next to the headings (i.e. Processing; Origination; Administration; etc...) and the forms will dropped below the headings.
6. Select the appropriate Borrower, Prospect, or Contact name that you wish these forms to be automatically populated from data in your loan origination system (LOS) or contact management software.
7. Click either the "Print" or "Send" icon to print or email these forms.
8. The forms will appear in an "Adobe Acrobat File" - This file is small on your screen and can be enlarged by clicking on the maximize button in the top right hand corner of the form or you can double clicking on the colored bar at the top of the forms where the Adobe Acrobat name and logo appears.
9. Review these forms for content and proceed with printing or emailing these documents.

Additional information on emailing and printing forms is available in the other vTips. Go to the download page to print our vForms User Guides. If you need any additional assistance call or email us at vLoanPort.com.