Auto-Fill Fields with Client Mapping
Our Auto-Fill feature is designed to make it easier for your client's to complete their paper work.
Sometimes the same question is asked on different forms such as First Name, Last Name or Date of Birth. Instead of make your client fill out the same information multiple times, They will only need to enter the info once and it will auto-fill the fields requesting the same information in different packets and forms.
This is how to set it up:
To create a question that automatically populates with previously filled out information by the client, you will use the "client mapping feature".
Any Information that is saved in the "client profile" will auto populate any other questions that are mapped to the same field.
Once you have set the mapping, your client's information will automatically be placed in that field.