Printable Transaction Coversheet

SUMMARY
Short version: 1) Open the transaction. 2) Click the blue "coversheet" button.

Create a Coversheet

  1. From any transaction, locate the "coversheet" button located on the right hand side.
  2. Click the button to generate a coversheet.
  3. The PDF of the coversheet will open in your browser.

The Contacts section always starts on a separate page.