Step 6: Document Printing

When printing deal documents, you can select the documents you want to print in two different manners.

The Document Printing tab contains a listing of documents available for you to print. The list shows the name of each form available to you, and the software will print the form using information from the deal being currently processed.

When you have completed the Document Printing section, click the Finished button with the red check mark.

There are two methods to printing forms.

Method 1: You may select the forms you wish to print by clicking on each form to select it. You may select multiple forms and print them all at once. When you select a form, an arrow will appear next to the form name to indicate that the form was selected. If you wish to de-select a form, click the form's name again, and the arrow will disappear. Once you have selected the forms you wish to print, click the PRINT button at the bottom of the listing.

Method 2: You may also print forms one at a time by double-clicking the form name in the list.

After printing a document, a red check mark will appear next to the form name to indicate that it has been printed.

Note: The order and color of the forms as they appear on this list can be changed in the Forms Maintenance window which can be found by clicking the Maintenance menu and selecting Forms List in the pull-down menu. This will allow you to more easily identify the forms you need.