Ideas & Enhancements

Too much clicking to select parties and providers on PDF merge

Too much clicking to select parties and providers on PDF merge

Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.

  • Guest
  • Apr 10 2019
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  • Guest commented
    06 Mar 14:44

    A suggestion would be to have a tag that would relate to the Party Role. This would allow you to choose Client, Employee, Employer, etc.

    Basic forms can be used as sample to show what fields need to be completed. Workers Comp forms need Employee and Employer.