Yes. The drive containing DocMagic should be a network drive accessible by all potential users. Contact DSI Technical Support for more information on networking DocMagic.

Double-click your My Computer icon and then select your CD-Rom drive. When your system displays the CD's files, double-click SETUP.EXE. The installation process will then begin.

It is advisable that you disable any utility, anti-virus and screen saver programs before beginning the installation. Verify that you have local administrative rights and proper permissions (read/write/execute) rights for the installation directory and subdirectories.

Yes, it is possible. You may change the name of the default directory from DSI to a name of your liking when prompted. Keep in mind that the directory name cannot be more than eight characters, as DocMagic does not support long file names.

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Yes. On the DocMagic toolbar, select Setup -> Import/Export Interface and follow the instructions provided below for your particular LOS.

The following list is a compilation of LOS systems and the procedures specific to exporting from the LOS and importing to DocMagic. You will need Adobe® Reader software to read and print the instructions. If this software is not currently available on your computer, you may download it free of charge from Adobe®.

1. Pointwin
2. Contour 4.x
3. Contour 5.x
4. Datatrac
5. Genesis
6. Loan Energizer
7. Mortgage Ware
8. Pipeline Solutions
9. Point Partners
10. Power-pak (Windows)
11. The Qualifier Series

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Yes. Contact DSI's Customer Service department for details.

You must get an update from DSI prior to using the selected plan. Select On-Line -> Get Updates from DSI from the DocMagic menu.

When choosing a plan code, click the Add Plan button from within the Select a Plan for this Worksheet window. Select 'DSI Generic Plans', click OK and choose from DSI's wide range of generic plan codes.

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The adjustments are based on your Index and Margin values. If the two rates combined are less than your start rate, there is no room for the payments to adjust upward. The Truth-in-Lending will then appear to have a fixed rate schedule.

NOTE: The Adjustable Rate Note and the Adjustable Rate Rider will indicate the percentages the loan could change, if applicable.

An aggregate adjustment is needed when your lowest balance during a twelve-month cycle exceeds your impound account cushion. Your impound account cushion consists of your monthly amount of impounds, excluding monthly Mortgage Insurance, multiplied by two.

NOTE: In some states, the cushion could be based only on the monthly amount of impounds, excluding monthly Mortgage Insurance. This is commonly known as a one-month cushion. Other states may use a zero-month cushion. Consult state laws for the particular laws that will apply to you.

Residential Loans (1st T.D. and 2nd T.D.), Home Equity Lines of Credit, Hard Money, Construction, Construction to Permanent, FHA and VA loans can all be prepared using the DocMagic software.

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DSI has implemented the most current industry security measures to protect customer data. For a detailed description of those security measures, as well as a description of DSI's handling for nonpublic personal information, click here.

DocMagic will work with most printers. You will want to choose a fast printer that has multiple trays, holding both legal and letter paper, as most document sets contain both legal and letter size forms.

If your printer is on a network, your printer output must be captured and routed through the network. Verify that the printer is on, the cables are connected and the network is functioning properly. If printing is still not functioning correctly, contact your Network Administrator.

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Your printer may not be PCL 5 compatible. From within DocMaster, select Options -> System Options and click on the Printing tab. Beneath the Print ALL forms on legal checkbox, select 'Windows Print' from the drop-down box. Click OK and then print the documents again. The documents will now print via your default windows printer driver.

NOTE: This method of printing is slower than PCL Direct. It is recommended that you only use 'Windows Print' if needed.

Yes. When the option to print is selected, a Printer Setup window appears. In the Additional copies field, enter the amount of additional copies that are to be printed.

To set the default for this option, select System -> System Options from the DocMaster menu. Then, in the Printing tab, enter the default number of additional copies to be printed in the Additional copies field.

NOTE: A zero (0) in the Additional copies field prints one copy.

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Yes. When the option to print is selected, a Printer Setup window appears. Check the Print on legal size checkbox. The selected documents will then be printed on legal size paper.

To set the default for this option, select System -> System Options from the DocMaster menu. Then, in the Printing tab, check the Print ALL forms on legal checkbox.

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Yes. Select Setup -> Set Printer Options from the DocMagic menu. Then, select Yes for the Duplex Forms if Possible? option.

NOTE: Some forms cannot be printed duplex. Those forms will print single-sided.

Yes. In DocMaster, arrange the documents in the order that you would like them to print. Then, select File -> Save Stacking Order. Future worksheets created with the same plan code will print in the saved order, if the Automatically Print Documents option is selected prior to processing.

NOTE: If the worksheet has previously been processed and printed, the option to Automatically Print Documents will only print documents that have been modified since the previous printing.

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