How to delete/re-order pages in a deal?

Follow these steps to remove or re-position forms:

  1. To delete/remove pages from an agreement, highlight the unwanted form in your left panel
  2. Select the trashcan at the bottom in order to delete the selected page
  3. To re-order pages in an agreement, highlight the desired form
  4. Click the “upward” or “downward” pointing arrow to move the selected pages up or down
    Screen Shot 2017-01-10 at 3.22.47 PM

ok-xxl Deal Tip: Please keep in mind when deleting a page from the agreement, DealTap will remove the whole form and not individual pages. Deleted forms cannot be retrieved.