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 atOpen any PDF form in an active work item. Blue Arrows will appear next to fields that can be automatically filled out.
Data from Client Folders
Click on a Blue Arrow and then select Client > to see Client Folders linked to this form. The dropdown will show a list of connected persons or entities. Select from the dropdown to fill out the fields with values from the corresponding Client Folder.
Data from Other Forms
Click on a Blue Arrow and then select any of the other forms, that are in this work item. Select from the dropdown to fill out the fields with values from the corresponding form.
Clearing Values
Click Clear to delete currently filled-out values.
Saving Your Work
Click the Save icon at the top of the document when finished.
