Generate Partial PDF via Quicksend
Running into issues where an agent only has part of a RP completed but needs to send it to a VA. Would be great to have a Quicksend feature that allows agents to send a partially completed RP to a VA.
Running into issues where an agent only has part of a RP completed but needs to send it to a VA. Would be great to have a Quicksend feature that allows agents to send a partially completed RP to a VA.
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Comments1
David Watson
Apr 2
Hi Everyone!
Just a heads up, we released the ability to Generate partial RiskProfile PDFs today.
Not exactly what this ticket entails but helps you in the meantime!
Walkthrough below: