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Forms become on-screen forms (the user, 13 Nov 2026): a dealer's PDF … - #217
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…is read into an editable form (title, sections, fields with type / width / required / choices, its wording kept as text blocks, trade-in sections repeat per trade-in, CRM values guessed from labels); scanned PDFs are refused with a plain message, or a form is started blank. Form builder (Forms Library > a form): click a field to change it, add / move / copy / delete fields and sections, link a field to a CRM value, Preview PDF; editing a form already used makes a new version. Customer > Documents: start a form with the CRM's values already in, staff complete the rest, save draft or Complete (locked; required first); the PDF is the form's print / download, made from the stored copy. Replaces the PDF field-mapping version
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…is read into an editable form (title, sections, fields with type / width / required / choices, its wording kept as text blocks, trade-in sections repeat per trade-in, CRM values guessed from labels); scanned PDFs are refused with a plain message, or a form is started blank. Form builder (Forms Library > a form): click a field to change it, add / move / copy / delete fields and sections, link a field to a CRM value, Preview PDF; editing a form already used makes a new version. Customer > Documents: start a form with the CRM's values already in, staff complete the rest, save draft or Complete (locked; required first); the PDF is the form's print / download, made from the stored copy. Replaces the PDF field-mapping version