Portal, signing and output
How do I download draft/filed PDFs or filing receipts?
Portal PDFs/receipts are separate from supporting documents. The available actions vary by form list and status.
Navigation: Open Forms 145/146 → Forms Dashboard → Form 146 List → select records → Download → Download PDFs (.zip) / Download Receipts (.zip)
How to do it
- For one form, open its editor and click Download PDF; the handler uses the draft or submitted path based on status.
- For multiple Form 146 records, select them and choose Download → Download PDFs (.zip) or Download Receipts (.zip).
- In the Form 145 lists, use the offered Download/Download PDF action for that list and inspect the draft/submitted selection prompts.
- Connect the correct portal account, choose the offered filename format and inspect per-item download failures.
What to expect
The portal output is downloaded for the selected records. A local draft may require a different PDF operation than a filed form.
Important details
- Do not assume every Part has the same receipt menu as Form 146.
- Use Documents → file Download for supporting evidence; it is a separate provider-backed download path.