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Digital Documents: Copy to Clipboard and Generate PDF
Digital Documents: Copy to Clipboard and Generate PDF
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

The Fit Pro Tracker team has committed to ensuring that all users, regardless of device type, may be able to properly submit their documents with ease. And with that, we are glad to inform you of an important Digital Document update for iPhone, iPad, and Android users.

These are the enhancements that have been made available:

A. Copying a Document to Clipboard. This gives you the ability to copy the agreement/waiver to an Excel File or Google Sheets.

Here are the following steps to copy a document:

  1. Go to the Contact Profile and click on the Contact Info.

  2. Select the Digital Documents tab.

  3. Click on the view icon of the Digital Document.

4. Click the Copy table to the clipboard tab. Then, paste the summary or Meta Data to Excel or Google Sheets.

B. Generating PDF. This is useful if you need to provide the client with a PDF copy of the document.

Here are the following steps to generate PDF document:

  1. Go to the Contact Profile and click on the Contact Info.

  2. Select the Digital Documents tab.

  3. Click on the view icon of the Digital Document.

4. Select the Generate PDF tab. A message will display stating, "PDF has been completed."

5. Click the Download button. You can then send the document to your client once you have downloaded it.

This is an example of the document's PDF copy. On the left side, you can see when it was submitted and the location of the gym. The page number is on the right side.

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