Forms: Saving PDF or Editable Form

By Julian Castellanos
1 min

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”.

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