Formfilling Shortcuts

Forms PowerView > Formfilling Shortcuts


	Formfilling Shortcuts

WinTOTAL’s Forms PowerView contains a series of icons and tools within many of your forms that can help you to fill them out with the appropriate data more quickly. By default, these icons are nested next to each field that pertains to the data they help retrieve, but if you want to disable these icons, you can do so by clicking View, Show form icons, Never show from the menus at the top. Keep these features in mind as you fill out your forms.

QuickLists are available to help you fill out entire sections of a form at any given time.


		Hint: With a bit of forethought, QuickLists can be a great way to quickly fill out subject data that relates to a specific neighborhood. In other words, if the neighborhood characteristics in your area are similar enough, you may want to create and use QuickLists that fill out the related fields with specific neighborhood information about each neighborhood in your area, depending on which neighborhood QuickList you use.

SmartMerge is available to help you merge in data from previous reports. Unlike cloning, you can do this as many times as you want without overwriting data that you’ve already entered in your report.
As you fill out fields in your major form, WinTOTAL takes the relevant information from that field and applies it throughout other forms in your report to help you save time.
In any field that contains the or icon, you can select data from or add entries to your Contacts Database.
In the field that contains the icon, you can automatically insert a location map, flood, and census data into your report when you click the icon.
When the icon appears in a field, click it to designate that the content of that field is the same as either the Internal Order, Lender Case, Client File or FHA/VA case numbers.
When the icon appears in a field, this indicates the presence of a “recent response” entry. Use your mouse and click the icon to display the list of your most recent entries in that field. Or, press Alt + Down Arrow on your keyboard.
If you've enabled FreeForm UAD mode in WinTOTAL's Data Entry Options, you'll be able to use shorthand entries to speed up formfilling. Click here for a complete reference on using the FreeForm UAD shorthand.