SynergyPro Solutions - EVOLUTION F&I Software

How To :

How To Print A Deal

Log onto Evolution.
Click on Print Forms at the top. A screen with all the pending deals will appear.
Highlight the desired deal by single clicking on the deal.
Click on Select at the bottom of the window. Just below the Menu line at the top a List of forms needed to be printed for the deal will appear at the top of the screen.
Select the form from the appropriate menu item.
Note: if printing a bill of sale a window will come up asking if you want to include letterhead at the top of the bill. Answer it accordingly.
A Report Position Adjustment Screen will appear.
At this point the form may be adjusted on the page accordingly. We advise sticking a photocopy in the printer instead of a bill and holding it to the light to see how the report will line up.
Click on the Save button at the bottom of the window.
Click on Print at the bottom of the window.
A Preview of the form will come up on the screen.
If this report is correct, click on the Printer icon at the top left hand corner of the window.
Once printed, hold the paper on top of a blank form to see how the form will line up.
If it doesn’t line up to your satisfaction, print the form again until it lines up.
Repeat the above steps until you have form printing to your satisfaction.
Once the report is lined up you can then click Save on the Report Position Adjustment and it will save the settings for you.
Print all forms required for the deal.

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