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Forms: Saving PDF or Editable Form

Forms: Saving PDF or Editable Form

Save your Editable Form or PDF into your transaction.

  1. Fill out the full legal names of all Buyers in the blank.

  2. Click on “Save PDF to Transaction”.

3. Pick your client.

4. Select a Transaction.

5. Check the box.

6. Now you can click on “Save PDFs”.

Looking for labels? They can now be found in the details panel on the floating action bar.

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