Saving company applications as PDFs

How to save a company application as a PDF file?

To save a company application as a PDF file, open the application from the funnel view and use the ‘Print’ button available on the toolbar under the header on the right.



This downloads the company application as a PDF file or opens the file in your browser.

All members who have access to the specific company application in the funnel can save it as a PDF file.

Members with full edit access to companies can also save multiple company applications as a single PDF. To do that:
multi-select relevant company applications in the funnel
open the Actions menu that appears at the top of the funnel
choose "Print companies PDF"

How to configure the information that is printed on the company applications files? / How to customize company application PDFs?

Members with settings access can customize company application files. To do it, go to Settings > Preferences > Printing in your deal room. Keep the questions and sections you want to have visible on the files ticked and untick the ones you don't want to include.

Updated on: 19/09/2024