Insurance form

2 votes

Good morning, I have been getting calls when my clients are filling out their insurance forms and they are looking for information so they can fill out the insurance forms. Would it be possible to pull data from the report into a separate form that just outlines descriptions? Maybe under Report Publishing a box to select description only? or maybe like the action list, but a description list that clients can send or print to help them fill out insurance paperwork.

Under consideration Automation Integrations Report Writing & Publishing Suggested by: Mark Upvoted: 28 Jul, '20 Comments: 0

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