There should be a drop down menu where you can add fields that you commonly use such as
Company Name, Company Address, Company Lic Number, Agent Name, Agent Lic Number etc. Templates don't work because you need to be able to use these items on several different forms in several different places. If you can a drop down where you could just choose what to put in and drop it on the form this would be great. That way you could put it on whatever form you needed. Docusign has this capability and I really miss it. These are repeated phrases that I have to use constantly in lots of different forms.
Please sign in to leave a comment.