Configure the default pre-population rules, so that data from the client folder is pre-populated to Owner fields regardless of the type of client. This will allow business rules for the pre-population of forms on work item creation to align with the type of client.
Example:
Person or Prospect populate to Owner fields in PDF
Business/Entity populate to Entity fields in PDF
Insured populate to Insure fields in PDF
Trust populate to Trust fields in PDF
Pros – This will eliminate issues with entity/trust/ data incorrectly populating Owner fields on forms that do support entity data. Data will not be wrong on forms.
Cons – For multi-use forms, where the same fields are used for Owners and Entities, no data pre-population will occur.
Compromise – Blue Arrow drop-down select will allow an easy two-click population of the client folder data once in the form.