308 Calyx SoftwareIntegrated products and servicesSpecifying investors and productsBefore ordering closing documents and initial disclosures, you must first select theinvestors and the product.To specify the vendor to provide the documents:1 Open a borrower file.2 Select Services > Closing Documents > Select Product (or Services > InitialDisclosures > Select Product).The Select Product window is displayed.The first time this screen is accessed, the Select Product list is empty.TipYou can also specify investors and products from the Closing and LoanProduct screens.RequirementIf you attempt to specify a documents provider in a file that was notpreviously saved, a message is displayed that prompts you to save andname the file.
