Tip of the Week: Creating multiple versions in Form Builder

December 3, 2013

Legal solutions TOTWYou can create multiple drafts of a form or create the same form for more than one individual under the same Client and Matter.

Form Builder will automatically designate the form as version 1 or version 2 and you can make additional notes by hovering over the form name and clicking on the green plus (+) sign to distinguish between your form and other firm members’ drafts.

 Form Builder TOTW screenshot

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