Document Manager without Forms Viewer

Below are tips for navigating and performing common tasks if your system does not use a forms viewer. .

To	Do this
Zoom in or zoom out .	Use the magnification tools.
Add line items .	Click Add Line Item.
Add a summary or charge to an Invoice.	Click Add Row.
Delete line items.	Click Delete Line Item.
Attach a file to a document.	To attach a file to this document, you must save it first and then open the document from your Sendbox. See “Attach a File to a Document” on page 254.
Print a form.	Do one of the following: Click Print. Open the form as a PDF file, and print the PDF.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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