In this video we tackle three actions. 1. We upload a pdf and drag and drop the pdf over a form fillable document. This PDF replaces the form fillable document. 2. We create a NEW form fillable document by opening our templates and searching for the form fillable document needed. 3. Creating an Agent's Note to File. ***NOT SHOWN IN THIS VIDEO= after completing your agent's note to file, remember to drag and drop that agent's note to file into the correlating placeholder. In this video's example, you would drag and drop the note in to the lead based paint disclosure placeholder.