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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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Open the Sync from Form dialogue. You can do this by: |  Image Modified |
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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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. The data in the form you selected will be auto-populated into fields of the same type in each form of your current |
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Work Item. This will overwrite any information that you entered into the forms before syncing.
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Fill out any fields that remain empty and check for validation errors. |
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Use the buttons at the top of the page to send the |
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Work Item to the next step in the workflow. |
