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You can sync from other forms that have the same name by going down to the Client Document Section

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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.

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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.

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Rw step

Click on a form

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


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Rw step

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

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Rw step

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