How-To Bi-Directional Colored Fields

How-To Bi-Directional Colored Fields



    • 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 ...

    • 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 ...

    • Print "N/A" in PDF Forms

      Our system does place “N/A” in all blank fields with printing a PDF Form within CampLegal or when downloading all forms. Instructions Place your mouse of the row for the form. The Print icon will display in the actions column. Click the Print icon ...

    • 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

    • 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 ...