/
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”.

Related content

Filling out an Editable Form
Filling out an Editable Form
More like this
Filling out an Editable Form
Filling out an Editable Form
More like this
Saving Editable Forms
Saving Editable Forms
More like this
Make Changes via Editable Forms
Make Changes via Editable Forms
More like this
Saving the trade record sheet in the EDM
Saving the trade record sheet in the EDM
More like this
Saving Editable Forms
Saving Editable Forms
More like this