How to delete/re-order pages in a deal?
Follow these steps to remove or re-position forms:
- To delete/remove pages from an agreement, highlight the unwanted form in your left panel
- Select the trashcan at the bottom in order to delete the selected page
- To re-order pages in an agreement, highlight the desired form
- Click the “upward” or “downward” pointing arrow to move the selected pages up or down
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.