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Form Groups - Saving & Clearing Forms Presets

Save Preset Values

Save pre-filled content in your frequently used Editable Forms (preset values) to save time when filling out your form!

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  1. Select the form group you wish to save your preset content in.

  2. Click Preset Values to enter the form filling screen.

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3. Fill your your form with the desired preset values.

4. Click Save Presets to save your content!

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5. To use your forms containing preset values, select your form and hit populate.

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6. Either enter the property information or continue without data.

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7. You should now see that your form contains the preset values.

Clear Preset Values

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  1. Enter the preset filling screen and click Clear All Values.

  2. Then click Save Presets to save your empty form.