Tax Strategy Assets

Step 1: Click the above Button on the WordPress Page

This button should be hyperlinked to the Google Drive folder URL that contains the Google Docs.
Clicking the button will open a new browser tab or window displaying the folder inside Google Drive.

Step 2: Locate the Google Docs File

Inside the opened Google Drive folder, you’ll see a list or grid of documents.
Identify the file you want to download as PDF. You can find it by the name of the prospect.

Step 3: Open the Desired Google Docs File

Double-click the document name or icon to open it.
This opens the file in a new browser tab using the Google Docs editor.
Wait for the document to load fully—check that all content appears and formatting is intact.

Step 4: Download the File as a PDF

In the Google Docs tab, go to the top-left corner and click on File in the menu bar.
In the dropdown menu, hover over Download.
A side menu will appear. Click on PDF Document (.pdf).
✅ This will automatically begin the download process.
Depending on your browser settings:
- The file will either be saved to your default downloads folder automatically.
- Or, you will be prompted to choose a location and filename.

Step 5 (Optional): Rename or Organize the Downloaded File

Go to your Downloads folder (or the folder where the file was saved).
Rename the PDF file for easier access or identification (e.g., ClientName_Tax_Strategy.pdf).
Move it to the appropriate project folder on your computer if needed.

Troubleshooting Tips

If the button doesn’t open the folder: Right-click the button, copy the link address, and paste it directly into a new browser tab.
If you see a “View only” message: You will still be able to download if the owner has given download permissions.
If there’s no “Download as PDF” option: You may not be signed in. Sign into your Google account and reload the document.

Summary for Quick Reference

Action	What to Do
Open folder	Click WordPress button
Find file	Locate doc in Drive
Open document	Double-click the file
Download as PDF	File → Download → PDF Document
Save & rename (optional)	Use Downloads folder

How to Safely Make Edits to the Google Sheet (Without Breaking the Automation)

To make sure your automation works every time, even when you want to edit or change the input data, please follow the simple steps below. We’ve created a second “workbook” inside your Google Sheet for this exact purpose.

Why This Matters:

The automation is triggered only when new inputs come from the form or when you manually paste data into the first workbook (the form response sheet). If you directly edit the form response rows, it won’t trigger the automation.

That’s why I’ve set up a safe workaround with a second workbook (editing sheet) — so you can edit freely and still trigger the automation.

Step-by-Step Instructions

1. Open the Google Sheet

Click on the shared Google Sheet link.
At the bottom, you’ll see two tabs (sheets/workbooks):
- Form Responses or Input Sheet (first workbook – DO NOT EDIT HERE directly)
- Edit Inputs Here (second workbook – This is where you make your changes)

Copy Inputs from the Form Response Sheet

Go to the Form Responses sheet.
Select the latest row of answers (you can identify them by timestamp).
Right-click → Copy (or use Ctrl+C / Cmd+C).

3. Paste into the “Edit Inputs Here” Sheet

Go to the Edit Inputs Here sheet.
Paste the copied row into the matching row/format (Ctrl+V / Cmd+V).
Now you can safely make any changes to the inputs here (change values, fix errors, update information, etc.).

4. Copy the Edited Row

Once you’ve made all your desired edits in the Edit Inputs Here sheet,
Select the entire edited row.
Right-click → Copy.

5. Paste Back into the Original Sheet to Trigger Automation

Go back to the Form Responses or Input Sheet tab.
Paste the edited row as a new row at the bottom of the sheet.
- ✅ Do not overwrite or edit existing rows.
- ✅ Always paste it as a new entry.
This will now trigger the automation and generate the updated result.

Important Notes

Never edit the Form Responses sheet directly unless you are pasting a fresh new row. Editing inside this sheet doesn’t activate the automation.
Always paste the final row at the bottom, just like the Google Form would.
You can use the Edit Inputs Here sheet as a workspace — you won’t break anything there.
If you’re unsure which row was the latest, just look at the timestamp column in the Form Responses sheet.

John E Geantasio CPA LLC1