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.
Implementation
Overview
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
Before
After
