Print Button Functions

Guide Steps

Editing a Print Menu

  1. Navigate to a layout with a new Print button
  2. Click the Print button
  3. In the Pop-up menu click the dot at the bottom to slide to the next screen
  4. Click the Edit button to select which print options are viewable or not
  5. The button to the right shows a preview of the printout
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In the Edit Window

In the Print Option Edit window, the following can be set:

  1. A print option can be made Active or not.
  2. A print option can trigger a “Next Print” option to happen.
  3. A print option can be set to auto-save as a PDF.
  4. If available, a preview of a Print Option can be viewed.
  5. If the print option works with DocuSign, you can select to override the auto-created “email” text with custom text.

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Guide Screenshot Reference