Auto-Fill Fields with Client Mapping

Auto-Fill Feature: Simplifying Form Completion for Your Clients

The Auto-Fill feature streamlines form completion by preventing clients from entering the same information multiple times. For example, fields like First Name, Last Name, or Date of Birth can be shared across forms. Once a client fills out this information, it will automatically populate in other forms and packets requesting the same details.


Setting Up Auto-Fill

To enable Auto-Fill for specific questions:

  1. Use the Client Mapping feature to link fields across forms.
  2. Any information saved in a client’s demographics will automatically populate other fields mapped to the same profile data.


How It Works

  1. Create a question and link it to the corresponding field in the client demographics.
  2. When a client enters their information in one form, it is saved in their profile.
  3. Fields mapped to this profile data will automatically populate in all subsequent forms.

Example: If a client enters their date of birth on one form, that information will automatically appear in any other form with a mapped date of birth field.


Learn More

For detailed steps on creating custom client mapping fields.

Custom Client Mapping

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