BI-Directional — Form data not saving

BI-Directional — Form data not saving

Our Bi-Directional feature takes information from the client’s profile and auto-populates the forms without having to refresh them, with Bi-Directional you can also edit/update the existing information in the forms, and it will update your client’s profile.


Info

Please watch this video if you are losing data after saving and currently have BI-Directional ON


blue book Enabling/Disabling Bi-Directional

  1. You can quickly enable or disable Bi-Directional easily while on a case.

  2. Under “Case Settings”

  3. Click on the “two arrows” icon to enable or disable the feature.



Notes
With BI-Directional ON you can’t create new records. Remember to NOT enter information into an empty green field to avoid losing your information.

    • Related Articles

    • Bi-Directional Color-Coding Key

      The Bi-Directional feature will add and update data from the Contact Details to the PDF Forms and update data from the PDF Forms to the Contact Details. The Bi-Directional fields are now color coded and give the user full-control over the data in the ...

    • How-To Bi-Directional Data for Forms

      CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to Clear Your Cache, Cookies, & History Page: Common Collection Questions Page: Error uploading a Document

    • How-To Adding a Form

      CLICK TO LEARN MORE Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Form Error 500: Unable to Open Form Page: How to select User and Billing Roles Page: BI-Directional — Form data not saving Page: How-to Install our Outlook ...

    • Bi-Directional Feature

      Change the data in one place and expect it to be updated everywhere. It’s an intelligent sync algorithm that syncs between PDF forms and profile in both directions. This feature is not enabled by default. The system has a Law Firm Setting that can ...

    • Can I Merge The Data If I Created Two Records For The Same Client?

      In our system, you’re not able to merge data if you created two records for the same client. Unfortunately, you’re going to have to manually input the data for whichever client profile you choose. Related articles Page: Form Error 500: Unable to Open ...