In DealTap, you have the option to add additional text fields, signatures & initials and other edits to any one of our Smart Forms. Just click the 'Mark-up' button to start using Mark-Up on a SmartForm!
There is one catch: it won't be a Smart Form any more. Using Mark-Up on a Smart Form will automatically turn it into a PDF.
What's the difference between a Smart Form and a PDF?
Smart Forms have a number of built-in intelligent features:
- They'll automatically link certain fields with other documents in the Client File.
- They'll provide alerts & notifications of missing or incomplete fields prior to sending or exporting.
- They have built-in electronic signature fields so that signatures and initials are already marked for all parties involved.
PDFs have none of the above.
I've already used Mark-Up on a Smart Form. Can I bring the 'smart' features back?
Don't worry: enabling Mark-Up (and thus turning a Smart Form into a PDF) is not irreversible. While the Smart Form features mentioned above will be disabled on a PDF, you can revert back to a previous Smart Form version of that document. Keep in mind, however, that the changes you made using Mark-Up will be lost.
To do this, follow these steps:
- Open/View the document
- Click 'History'
- In the right margin, click on the last version before Mark-Up was used
- Click 'Revert'
Learn more about PDF Mark-Up here.