You can now save the Info Request as a PDF into an existing Record. Note, you can not save the PDF into new Records, so we suggest creating a Record in advance, or adding a placeholder as part of the Templates functionality. Reach out to us via chat or email and we can help you.

  1. At the bottom of each Info Request, you'll see a new button titled "Save a PDF of this Info Request".

2. A new screen will be presented where you can change the name of the File, and select an existing Record.

That's it!

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