Digital Documents submitted to Fit Pro Tracker can be viewed, generated to PDF, and downloaded by the assigned staff.
To do these actions, click on Reports under Digital Documents on the left menu. Then, select the Submitted tab.
Click on the view button, to access the digital document.
You will be directed to this page, where you may see the summary/Meta Data.
When you navigate to this page, you have two options.
Copy table to clipboard. This option allows you to copy and paste the data/information to Excel or Google Sheets.
Generate PDF. This option is helpful when you need to send a copy of the document to your client.
Once the document has been generated to PDF, you can download a copy and email it to your client as needed.
To download a copy of the document, click on the download icon.
Important Note: A digital document cannot be viewed by clicking the document link in a draft email. Once the email is sent, the link will take you to the document.