Download a Completed Form PDF
Philip MacDonald avatar
Written by Philip MacDonald
Updated over a week ago

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:

  1. Download PDF

  2. Return to Risk Profile

  3. Prepare for Signature

Select Download PDF.

For any other questions, contact your Wunderite Customer Success Manager.

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