After you send your Deal Memo or Form to Fill In and the crew member has submitted their information, you're now ready to generate the final form! You can generate the form to download right away, or send it to the crew member for digital signing. This article will show you how.
1) If they haven't already, ask your crew member to complete their forms.
2) Upload the document template (mapped document) to "Configure"
You can learn how to do that in step two of this article.
You only have to upload a template once. After the template is in your project, you will not have to repeat this step.
3) Select the person or people you want to generate a form for
Method 1 - Individual: You can click on their name, go to their profile page, click on "Generated documents" on the left menu and on the "Generate Documents" button
Method 2 - Multiple: You can click on the boxes next to their name on the "All" tab, then click "Generate Documents"
Method 3 - Multiple: You can select everyone in a Department by going into your list in the tabs on the top, selecting your Department clicking "Generate Documents". That way, you will generate documents for several people at the same time.
4) Confirm your recipients
5) Select your document template
This was the file you uploaded in step 2.
6) Preview the file
7) Make last minute adjustments, if needed
If you need to edit something quickly on the document, you can download it, edit using your preferred software, then re-upload it to this page. Learn more about this process here (article coming soon)
8) Generate the file
Click on "Generate" in the top right corner. A box will appear giving you the option to download the file or send it to be signed. Learn more about sending documents for eSignatures here (article coming soon).
9) Access the file
To find a copy of this document, you can click on the person's name to access their Profile page and go into "Generated Documents"
10) Download and print
Click on the three dots next to "PREVIEW".