After completing the Account Wizard stepsthe account wizard steps, a summary screen opens. Review all the details entered for accuracy. Based on the answers provided in the Account Wizardwizard, the system presents compiles the user with all the appropriate PDF forms. You can add any additional more forms available to the required set of forms .
Add Forms: To add additional forms, click Add Forms in the Required Forms section. Select one or more forms from the library.
Move Forms: To move forms from the Optional Forms section into the Required Forms section, click on the Add button.
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Tip: Alternatively, click Remove to move the forms back to the Optional Forms section. |
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Tip: A history of the answers you chose is included on the right-hand side; you can click any of those items to go back and change your answers in the wizard if necessary. |
After reviewing all the details, click on the Create Work Item button.
if necessary.
Review all the details entered for accuracy (the sections are explained below). Then click the Create Work Item button and proceed to fill out the Account Forms.
History: Shows all previously selected options. Click on the specific questions or click Back to return to the previous question and change the selection.
Selected Folders: Shows information about the Clients that are selected as owners of the account.
Options Selected: Shows the selections you made in the Starting Point wizard steps.
Required Forms: The system adds these PDF forms to the work item automatically.
To search and select additional forms from the library click Add Forms.
Optional Forms: Displays the list of forms that may additionally be needed for this work item but are not mandatory.
Click the Add link to move the optional form to the Required Forms section and add it to the work item.
