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Rw ui steps macro
Rw step

Open the Sync from Form dialogue. You can do this by:

  • clicking the Sync from Form button at the top of the Client Documents section

  • by hovering over a specific document and clicking the Sync from Form icon.

Rw step

Make sure the Show same forms only checkbox is selected. This will show you the available forms with the same form name(s) previously used for the specific client.

Note: You can view all forms by deselecting the checkbox.


Rw step

Click on a form. The data in the form you selected will be auto-populated into fields of the same type in each form of your current work itemWork Item. This will overwrite any information that you entered into the forms before syncing.


Rw step

Fill out any fields that remain empty and check for validation errors.

Rw step

Use the buttons at the top of the page to send the work item Work Item to the next step in the workflow.