The Bi-Directional feature will
add and update data
from the
Contact Details
to the
PDF Forms
and
update data
from the
PDF Forms
to the
Contact Details
. The Bi-Directional fields are now
color coded
and
give
the user
full-control over the data in the form.
The Color Key
Green fields are Bi-Directional.
These fields will auto-fill when a form is added to a case, will update contact details, and other forms in open cases for that client. These fields can also be modified.
Yellow fields only auto-fill.
These fields will auto-fill when a form is added to a case, can be modified, will not update contact details, and will save “as-is†in the PDF forms.
Please note: very few fields are Yellow , because the system will auto-fill from the Contact Details but in select situations you need full-control over that field. An example, would be the N-400 in the Employment or School section, right now we have not added the ability to combine Educational History with Employment History, we will do this in the future. We will auto-fill with Employment History but give you full-control to change it.
Red fields will auto-fill and update.
These fields will auto-fill when a form is added to a case, cannot be modified, and will update within another form in the same case or any other case.
Please note: For example, when a form is assigned to a member of the case, usually the person's last name is at the top and possibly in other fields in the form like in the Additional Information section. If we allowed a user to update any of the Last Names we would not know which one to properly save unless all of them were updated, which defeats the purpose of Bi-Directional.