Open 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 supported CRMs, PreciseFP, and 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.

Available values from the 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.

Available values from other forms

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.

Docupace Platform User Guides

Part 5: Using the Blue Arrows

Analytics

Data from Client Folders

Data from Other Forms

Clearing Values

Saving Your Work

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