Automatic form generation

Automatic form generation simplifies the paperwork involved in financial planning by automating the form-filling process. This wiki article will guide you through the steps to utilize this feature effectively.

Getting Started

1. Navigate to a client profile

Before you can begin generating and filling forms automatically, you need to access a client's profile within ClientManager. 

Access your ClientManager account using your credentials. Use the search feature to find the client whose profile you want to access. Click on the client's name to open their profile page.

2. Click 'Fill Forms'

In the top toolbar menu of the client's profile, you will find the 'Fill Forms' option. Click on it to begin the form generation process.

3. Choose a form to generate

After clicking 'Fill Forms,' you will be presented with a list of available forms. In the 'Choose a form to generate' field, you can search for the specific form you require. ClientManager provides a comprehensive list of financial forms to choose from.

4. Add forms to your queue

Once you have selected the desired form, click the '+' button next to it to add it to your queue. The window will now display the number of forms you have queued, such as '1 form(s) queued.'

You can repeat this step to queue multiple forms if necessary.

5. Download or request signature

After you have queued one or more forms, you have two options:

• Download: Click 'Download' to generate and download the selected forms as PDF files instantly.
• Request Signature: If you need electronic signatures or wish to prepare a document pack, click 'Request signature.' This action will enable you to send the forms to mSign, an integrated feature in ClientManager for electronic signatures and document management.

For more detailed instructions and troubleshooting tips, refer to the official ClientManager documentation or contact ClientManager's support team for assistance.