The intended audience for this article is Agents.
There are four ways you can download a form PDF. In all scenarios, an agent can choose between Download PDF
, which exports a fillable and editable PDF; or Download PDF (flat)
, which exports a flattened PDF that can't filled out or edited in a PDF program (e.g. Adobe Acrobat).
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. Form Page - Bulk Actions
While on the Forms page, select multiple forms using the checkboxes on the left of the forms list. Then select the Bulk Actions button on the top right of the screen. Download Form PDFs exports the selected forms in a fillable and editable format, while Merge & Download PDFs exports the selected forms into a single PDF and gives the agent an opportunity to set the form download order.
3. 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.
4. 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.