Exporting Financial Affidavits

Generate court-ready PDF documents from your completed financial affidavits.

When to Export

Export your affidavit when:

• All sections are complete
• All calculations have been verified
• The information is current and accurate
• You're ready to file with the court

How to Export

1. Open the financial affidavit
2. Click Export in the top right corner
3. Select your export options (see below)
4. Click Generate PDF
5. The PDF will download to your computer

Export Options

Format Options

• Standard - Full affidavit with all sections
• Summary Only - Just the totals and summary page
• With Attachments - Include supporting documents

Include/Exclude Sections

Choose which sections to include:

• Personal information
• Income details
• Expense breakdown
• Asset listing
• Liability listing
• Summary and totals

Signature Options

• Unsigned - For review before signing
• Signature line - Include a line for wet signature
• Electronic signature - Add a digital signature (if configured)

PDF Contents

The exported PDF includes:

1. Cover page - Case information and date
2. Personal information - Affiant details
3. Income schedule - All income sources with totals
4. Expense schedule - All expenses with totals
5. Asset schedule - All assets with values
6. Liability schedule - All debts with balances
7. Summary page - Net worth calculation
8. Certification - Signature and notary section

After Exporting

The exported PDF is:

• Automatically saved to the same folder as the affidavit
• Named with the affidavit name and export date
• Ready for printing or electronic filing

Updating and Re-exporting

If you need to make changes:

1. Open the affidavit in Infera
2. Make your updates
3. Export again
4. The new PDF will have an updated timestamp

Previous exports are kept for your records.

Sharing Exported Affidavits

To share the PDF:

1. Find the exported PDF in your documents
2. Use the standard sharing features
3. Or download and attach to an email

Troubleshooting

Export Button Grayed Out

The export button may be disabled if:

• Required fields are missing
• The affidavit is marked as draft
• You don't have permission to export

PDF Won't Open

If the PDF won't open:

• Try a different PDF reader
• Re-export the document
• Check that the download completed

Calculations Look Wrong

If totals seem incorrect:

• Review each section for data entry errors
• Check that all amounts are in the same format (monthly vs. annual)
• Verify no duplicate entries