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Updated user interface for the disclosures and forms page

Quick Summary

Our disclosures and forms page has a new and improved look! Access all the same information and functionality that you’re used to with the new and improved view shown below. This page is found under Admin >> Advanced Configurations >> Disclosures and Forms.



Value-added functionality:

  • Edit options are now conveniently located at the top of the table.
  • To edit a disclosure letter, simply check the box next to the form name – this will activate edit options above the table.
  • ‘Assign Clients’ button now opens in a modal window, eliminating the need to leave the page.

Implementation Guide



Questions or concerns? Let us know in the comments below!

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