How-To Bi-Directional Data for Forms

How-To Bi-Directional Data for Forms



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    • 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 ...

    • 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 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 ...

    • Using Pandadoc with CampLegal's PDF Forms

      Pandadoc has a Free option to send as many PDFs to your clients to have them electronically sign a PDF. Instructions In CampLegal, go to your client’s case. Click Forms and mouse over the form that needs a signature and Click Print. As always, the ...