Notes> Generate Documents

To generate documents for a Note first select one or more Note records from the records table under the ‘Notes‘ tab.

Then click the ‘Generate Documents‘ option:

Click on either the .doc icon or .pdf icons to generate and download the document.

NOTE: Before you generate documents make sure a buyer record is linked to the Note as well as a Property Record is attached.

Bulk Actions vs. Select Record Actions

In the Investment Dominator, there are two different types of actions, ‘Bulk Actions’ that are based on records in a particular status and ‘Select Record Actions’ which are based on the records you select from the table.

The ‘Select Record Actions’ can be accessed at the top of the record table itself and ‘Bulk Record Actions’ can be accessed above the record table section. Continue reading “Bulk Actions vs. Select Record Actions”