Sending Password Protected Documents from Calyx Point

:PointSaveFileAs

    1. Open Point and Log-in
    2. Search for, Select and Open your Client file
    3. Select document item(s) to be secured for delivery via email
    4. Change the “Output Option” to “Save as PDF File” (as pictured above)
    5. Be sure the “Print Option” is set to “Form with data”
    6. Click “Save As” and you will be prompted to enter a password (as pictured below)
    7. Save the documents in a folder location you are familiar with.
    8. Open your email. Create a new message. Address it to your client. Attach the password protected documents.

NOTE: Select a password that will be familiar to your client like their telephone number;
It would be a good idea to make a note in Point of the documents sent and password.

PointSetPassword

IMPORTANT: NEVER SEND SECURE DOCUMENTS AND PASSWORDS IN THE SAME EMAIL!

Send your attachment and a second email advising of the password

 

 

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