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  1. Does the document save correctly in Sales Review?

    1. Yes Continue to 2

    2. No - Contact your support team

  2. Does the document also save a copy to AttachToo correctly?

    1. Yes - Continue

    2. No - Check the AttachToo Document settings for the Form being printed.

      1. AGRIS Sales - Default to store in AttachToo

  3. If both #1 and #2 are working correctly then the issue may be the size of the PDF that is attached

    1. Observe and record the size of the PDF file stored in AttachToo

    2. Contact Support to escalate

      1. If larger than 1.2MB PDF was attached Greenstone will ensure the size limitation is increased.

      2. If smaller than 1.2MB for the PDF size further investigation is needed.

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