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How do I print any paperwork for a client / prospect?
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Last Updated
28th 2009f December, 2009
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Open a client / prospect folder.  Click "Paperwork" tab.  Click "Edit" button.




Locate "Primary Planning Form", "Event Timeline", "Contract", and "Additional Paperwork" sections.  Select worksheet, timeline, contract, and additional paperwork from drop-down boxes that you wish to print.  Click "HTML" or "PDF" button. 




Click "File" in pop-up window.  Click "Print".
Visitor Comments
  1. Comment #1 (Posted by Arron R. Howard )
    Thank you, I wasn't aware of this action, or never paid attention, I should say. I appreciate the help.
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