Formfilling Shortcuts

The Assignment 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.

QuickLists are available to help you fill out entire sections of a form at any given time.
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, TOTAL 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 address book icon ( ) , you can select data from, edit, or add entries to your Contacts Database.
When the chevron icon ( ) appears in a field, click it to automatically insert the Internal Order, Lender Case, Client File or FHA/VA case numbers.
When the New Contact icon ( ) appears next to a field, the contact in that field is unique. This means it was manually entered or selected from the Contacts Database and wasn't transferred from another field
When the Same As Lender icon ( ) appears next to a field, the contact in that field was transferred from the Lender field.
When the Same As Bill To icon ( ) appears next to a field, the contact in that field was transferred from the Bill To field.
When the Same As Client icon ( ) appears next to a field, the contact in that field was transferred from the Client field.
When the Same As Ship To icon ( ) appears next to a field, the contact in that field was transferred from the Ship To field.
If you've enabled FreeForm UAD mode, use shorthand entries to speed up formfilling. Click here for a complete reference on using FreeForm UAD shorthand.