Client Folder
Data from the Client folder (List of appropriate persons, e.g., spouse, related individuals, beneficiaries, etc.) is taken and displayed in the dropdown. Select from the list or return to the form and enter a different one.
Available values from client subfolder
Forms
Related data from other forms of the client is taken and displayed in the dropdown. Select from the list or return to the form and enter a different one.
Available values from forms
Reset
Click Reset to ignore changes and to return apply the previous values.
Resetting the values
Clear
Click Clear to clear existing values.
Clearing the existing values
Saving Your Work
Click Save at the top of the document when finished.