{"id":865,"date":"2015-01-30T20:54:48","date_gmt":"2015-01-30T20:54:48","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=865"},"modified":"2017-03-29T00:44:48","modified_gmt":"2017-03-29T00:44:48","slug":"forms-sent","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=865","title":{"rendered":"Form(s) Sent"},"content":{"rendered":"
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Form(s) Sent<\/h3>\n

\"\"<\/p>\n

Use the Form(s) Sent <\/strong>record to show the status of any forms given to the client.<\/p>\n

To enter a new forms record:<\/p>\n

1.\u00a0 Open the client file, go the History section, and select the Create button to access the New History Item Helper.<\/p>\n

2.\u00a0 Select Form(s) Sent, and select the related Create button to create a new record.<\/p>\n

3.\u00a0 Enter the appropriate information, and save and close the record.<\/p>\n

While the form is incomplete\/outstanding, leave the Form Completed by Client<\/strong> checkbox unselected.<\/p>\n

When you receive the completed form, select the Form Completed by Client<\/strong> checkbox; the related fields will appear for you to indicate the date received and how long the form is valid until.<\/p>\n\n\t\t<\/div>

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Continue to Review<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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