Tools
Rss Categories

How do I use the Default button for recipient forms?

Views: 984 Created: 2016-07-26 08:57 Last Updated: 2018-07-09 15:32

SYMPTOM

How the Default button is used for recipient forms.

The Default button will automatically populate the information entered in the Default screen each time a new form of that type is created.

RESOLUTION

Procedure 1 (Accessing and using the Default button)

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. If the form you would like to setup default values for already exists, open the form in the Form List. If not, click the Add Form button to create the form you would like to assign default values to.
  4. Click the Default button.
  5. Enter the information you would like to be entered on the form each time a new form is created.
  6. Click Save.
  7. Click OK.

APPLIES TO

  • WinFiler Plus 2013
  • Yearli 2014 - Current

HB25, HB187