Printing Forms
Use the Print tool to preview and print
forms and Log entries, as well as to add forms to the eFolder. You can:
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Print individual and
groups of forms.
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Set the order of printing
for multiple forms.
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Print forms with borrower data, field IDs, or
blank fields.
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Convert a form to a PDF and add it to the eFolder
To Print or Preview Forms
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On the Pipeline or Loan tab, click the Print icon.
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On the Print window, select the forms to print as follows:
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Click the Form Groups tab, and
then select a Public or Personal forms group
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Or, click
the Standard Forms tab and then
select a category of forms (such as Verifications)
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Or, click the Custom Forms tab and select the Public or Personal folder containing the custom forms.
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Select forms from the left-hand list and click Add to move them to the Selected Forms list.
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On
the Selected Forms list:
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From the Options list,
select one of the three printing options.
Tip:
Use the Print forms with field
IDs option to print the forms with the source field IDs
in each field.
-
Click Print
to send the forms directly to a selected printer, or click Preview
to preview the forms first.
Tip:
When you preview a form from the Custom Forms tab, it is previewed in
Microsoft Word. You can then make changes prior to printing. The changes
apply only to the current print session.
Note: When you print or send the Closing Disclosure form and the CD Date Issued (field ID CD1.X1) is prior to the current date, a pop-up window provides the option to use the existing CD Date Issued date or update the CD Date Issued field to the current date. If the CD Date Issued is blank, the current date is selected by default, and you have the option to proceed or cancel.
To Print or Preview Log Entries
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On the Pipeline or Loan tab, click the Print icon.
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On the Print window, select the Standard Forms tab.
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Select Tools from the Look In dropdown list.
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Select Loan Log Entries from the left-hand list and click Add to move it to the Selected Forms list.
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On
the Selected Forms list:
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Click Print
to send the log entries directly to a selected printer, or click Preview
to preview the entries first.
To Add Forms to the eFolder
-
On the Pipeline or Loan tab, click the Print icon.
-
On the Print window, select the forms to print as follows:
-
Click the Form Groups tab, and
then select a Public or Personal forms group
-
Or, click
the Standard Forms tab and then
select a category of forms (such as Verifications)
-
Or, click the Custom Forms tab and select the Public or Personal folder containing the custom forms.
-
Select forms from the left-hand list and click Add to move them to the Selected Forms list.
-
On
the Selected Forms list:
-
Click Add to eFolder
to convert the forms to PDF files and add them to the File Manager in the eFolder.
See Also:
Manage Form Groups
About Public and Personal Form Groups and Custom Forms
The eFolder