Use the Dossier to Fill Out Forms

Auto-fill forms with accurate client data pulled directly from their dossier or documents.

1. From the home page, select the people tab located to the left of the site.
   
   
2. Select the client or prospect to fill out a form for by clicking on their name.
   
   
3. Click on the Documents tab underneath the Client or Prospect name. Then select the Auto-Fill Forms button.
   
   
4. The user will be redirected to the Form Filling Section. Start by selecting the client to auto-fill the form for (if not already populated). Choose whether to use the Dossier Data, Document Data, or both.
   
   
5. In Section 2, the user will have the option to use a previously uploaded form or upload a new form. Select the form to be filled out.
6. Click on the Auto Match button in Section 3 to begin the form filling.
   
   
7. To edit a field, select on the text or empty section. Edit the text by filling in the fields to the right of the page.