This is a supercharged tool that will allow you to convert any of your records (once your templates are configured in your App) to a PDF, or five other document types. With the appropriate setup, it can be used to generate beautiful Invoices or Quotes.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
Prerequisites: Your Team Administrator will have created and uploaded the template for the App where an App Action button for download will be available.
To download your document go to the desired App and select one of the records. There you will see an App Action button that has been configured by your Administrator, simply click on it and your document will be available for download in published form.
Note: This functionality has recently been enhanced, please click on the following tutorial for the updated process for publishing your documents: Publish via PDF Template