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Documents and Files

Combine PDF
Merge organisation logo in documents
DOCX to PDF alignment tips
Compliance Documents Error/Labels
Adjusting Document templates
Edit logo with Pixlr to use in organisation
How to download documents?
Produce compliance documents as PDFs
Creating your application form
How to print documents (hard copy)?
Using eSignature template tags
Preview PDF not working in Library
Lock File feature
Producing and Sending Compliance Documents from Deal View
Using eSignatures: Signing documents in Salestrekker
Apply Document Merge to a Deal (Automation)
Document Merge (Manually) - Create documents and print out information
Document merging - create and upload templates
How to have document signed by multiple clients?
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Produce compliance documents as PDFs


Any document produced form a .docx document template can be produced as a PDF, simply by clicking on 'PDF' icon in document tab in Deal View.


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TO produce docx (or the original format) document, simply click on the download icon: 


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