Printing a Client’s form from the Client’s CRM page

To print a form in a client’s CRM records, you need to do the following:

Go to menu item FIND
Locate the client
Go to the client’s second tab: INFORMATION & FORMS
Locate the appropriate form
Click on the PRINT button (on the right side of the screen)
A PDF of your form will be created (it may be in your computers downloads folder)
If the PDF does not automatically open, you will need to locate it (it may be in your computers downloads folder)
Open the PDF and print it following your devices/computers normal process to print a PDF