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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.

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  • David Watson

    Team•

    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: