How do I use the Default button for recipient forms?

Accessing and using the Default button

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. If the form you would like to setup default values for already exists, open the form in the Form List. If not, click the Add Form button to create the form you would like to assign default values to.
  4. Click the Default button.
  5. Enter the information you would like to be entered on the form each time a new form is created.
  6. Click Save.
  7. Click OK.
Was this article helpful?
0 out of 0 found this helpful