There are few ways to view documents in Mevi;
On the deal detail page click on the form card and once on the form summary page, you can view the terms by;
- Tap on the 3-dot action menu on the top right corner to select;
- Review, View Form, View Form (PDF).
- Or for a quicker way, click on the "Review" button on the form summary page to open the Mevi Smart Review.
- Toggle between views using the toolbar;
Example of toggling between form view
Mevi Smart View
Using Mevi Smart View is great for reading through the terms on any device. The form is broken down into sections to easily read through.
Mevi Smart View Example
This is a great way for you to see the full form with all the fields in place without having to download a PDF copy.
To download the PDF tap on the download icon in the toolbar of the PDF.
Example of downloading a PDF
Editing fields on the Contract to Buy and Sell
"Edit + Sign" permission can be given by the creator of the form.
To edit the form follow these steps:
- On the form summary page of the Contract to Buy and Sell, tap on the action menu and tap "Edit"
- If the contract is locked then you will receive a prompt to unlock the form
- Make the changes using the dynamic template
- Press Save
Example of editing a form