Required Permission: Edit Deal Docs
If you utilize multi page document bundles for your team to print all needed forms at once and need to add a new document or form to the group utilize these simple instructions.
Click on your user account button and select Store Settings.
From the menu on the left select Deal Docs
Select the document (or document bundle) that needs a new page added.
Click the Edit button.
In the document editor click on the Page tab and select the Append options. The system will first ask to save the document.
After saving select the document in pdf format that you want to add and click the upload button. You can now move the document to the correct position and edit as necessary.
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!