After completing the account wizard steps, a summary screen opens. Based on the answers provided in the wizard, the system compiles the appropriate PDF forms. You can add more forms to the required set of forms if necessary.
Review all the details entered for accuracy (the sections are explained below). Then click the Create Work Item button and proceed to fill out the Account Forms.
History: Shows all previously selected options. Click on the specific questions or click Back to return to the previous question and change the selection.
Selected Folders: Shows information about the Clients that are selected as owners of the account.
Options Selected: Shows the selections you made in the Starting Point wizard steps.
Required Forms: The system adds these PDF forms to the work item automatically.
To search and select additional forms from the library click Add Forms.
Optional Forms: Displays the list of forms that may additionally be needed for this work item but are not mandatory.
Click the Add link to move the optional form to the Required Forms section and add it to the work item.
