From the Download & Print section of the program you can download the following:
Complete Bankruptcy Packet - To print the entire petition as a single PDF, select Complete Bankruptcy Petition (all forms and schedules) from the dropdown at the top of the PDF Packet 1 column. This will move all standard forms and schedules to the middle column for download.
Any additional forms that you previously uploaded to Additional Documents > Client Document Storage will remain listed in the Available Forms & Documents column. If you would like these as part of your petition packet, you can drag and drop them to the middle column.
Creditor.txt and SSN Form - The Creditor Matrix and SSN form are automatically selected for download when you select to download the complete petition. If you do not want to download these, you can delete them from the column.
*Please note: you will be prompted to put in the debtor's SSN on the Download tab if the SSN Form is being generated. If you do not need the SSN form, delete it and you won't be asked to enter a SSN.
You can also select to ONLY generate either of these items by leaving the PDF Packet 1 column empty so only the items in Additional PDF Packets will print. You can then click to add either or both forms.
Individual Forms - To print forms individually and not merged into a packet, click on +Add Additional PDF Packets and a box will appear in the Additional PDF Packets column. Drag and drop the form that you want printed into this box. You may add as many of these as needed. If multiple forms are uploaded to the same PDF packet box, those forms will be merged.
Amended Forms - In the drop-down menu you can select Amended to generate any forms that need to be filed as Amended. Selecting this option will add "AMENDED" to the top of the form.
*For the example above, I am downloading an amended Summary of Assets and Liabilities.
Signature Pages Only - In drop-down menu, you can select to generate the Signature Pages only. This option will generate those forms with signature lines only in the PDF.
In the Download section, you can also select if you would like to remove the electronic signatures from the forms for your clients to sign.
*Note: Users on the START (Pay-as-you-go) plan will only be charged for the initial download of the packet. After the initial download, you can download the packet again as many time as needed, including amendments, or file with ECF for no additional charge.