Fixing PDFs that incorrectly display blank pages
If the height of a row exceeds the size of a PDF page, the PDF document will render incorrectly. It will contain numerous blank pages with some of the text will running across the page margin.
To fix your document, open it from your Working Files
and split the text into additional rows:
- Click on the row that contains the text you wish to split. The table toolbar popover will appear at the bottom of the row.
- Click Row > 'Insert row below' or Cell > 'Horizontal split'.
- Cut and paste some of the text in the new row (it's likely there will be a natural paragraph or section break within the row).
- Repeat steps 2-4 as necessary.
- Click the Preview button at the bottom of the page and check to ensure the PDF now renders correctly.
- Click Next or Action.
Using the editing toolbars
There are two editing toolbars which allow you to format text and tables in portal forms: The Main Toolbar, which is pinned to the top of the document The Table Toolbar, which appears when you click into a table Using the Main Toolbar Format your ...
Fixing duplicated client profiles
Duplicate client profiles typically occur when a client is added manually but also syncs from Xero Practice Manager - when clients sync, they are matched by XPM ID number instead of their names and emails addresses. Note While it's not possible to ...
Fixing the 'Client with this name and email is already in your client list' error
If the below error appears when adding a new client, it means the client already exists in your portal records. If you experience this error: Use the Search feature to see if the client is in your client list. If the client doesn't appear in the ...
Fixing the 'Please fill in the fields marked in red' error message
When all the fields of a proposal form are filled in and you hit Next or Action, and an error message saying 'Please fill in the fields marked in red' shows, it might mean that your Payment Options under the area are not completely set up. To fix ...
Proposals are portal forms used to offer services to your clients. All proposals are able to be accepted online by the client or they can print and sign a PDF version attached to the email sent via the portal. The accepted proposal forms a legally ...