Contents
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File Retrieval
Go to the client's file in Calyx Point©.
Click on "Retrieve File".
1. To Select a single document click on the Section Name and then Continue and the document will be retrieved
2. To Select multiple sections and create a bookmarked PDF, click on each of the section names while holding the Ctrl key and then click on Continue
3. The user can select a profile from the drop down list and then click on continue, if a profile name is in the drop down list it will override any manual selection made by clicking on individual documents.
4. Open Source File Folder opens the folder and allows the user access to the actual files. Any changes made here are permanent. If a user desires to remove a section this is where it would be done.
5. Exit