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The first step in the process is to configure the default pre-population rules. This causes data from the client folder to pre-populate into Owner fields regardless of the type of client. This allows business rules to align with specific sections of a form regardless of the actual client type.

Info

Example: The list below displays some example connections:

  • Person or Prospect client types pre-populate to Owner fields in PDF

  • Business/Entity client types pre-populate to Entity fields in PDF

  • Insured client types pre-populate to Insure fields in PDF

  • Trust client types pre-populate to Trust fields in PDF

Tip

Pros – This will eliminate issues with Entity/Trust data incorrectly populating the Owner fields on forms that do not support entity data. Data will not be wrong on forms. 

Warning

Cons – For multi-use forms that use the same fields are used for Owners and Entities, no data pre-population will occur.

Compromise – The Blue Arrow dropdown allows you to manually select a client and populate form fields with two clicks.

Rw ui steps macro
Rw step

Navigate to Administration > List Domains > Client Types (149).

Client types names 

Rw step

Check the Prefix column for value and confirm that the Quick! Prefix is correct. The prefix fields are used for proper form mapping. 

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Client types prefixes

Rw step

Click Save and Close.