The intended audience for this article is Agents.
There are three ways you can download a form PDF. In all scenarios, the PDF will be flattened (i.e. you won't be able to fill it out with Adobe Acrobat or other PDF editor).
1. Forms Page
While on a Risk Profile, navigate to the Forms
page. From there, select the Actions
button on the right of the form you want to download. Then select Download PDF
.
2. Forms Response Page
While filling out a form on the Forms Response page, select the vertical ellipsis button [โ]
in the top right of the top toolbar. Then select Download PDF
.
3. After marking a form complete
Mark a form complete by clicking the Mark Form Complete
button at the bottom of the left navigation bar on the Forms Response page.
A modal popup will display, prompting you with three options:
Download PDF
Return to Risk Profile
Prepare for Signature
Select Download PDF
.
For any other questions, contact your Wunderite Customer Success Manager.