Laura Schneider (Customer) asked a question.
If I have a custom template which is automated is there a way to quickly change the name fields from the husband to the wife (or vice versa) without having to automate two different forms - one of each?
For example, a couple is doing a joint trust, but we have a custom DPOA (i.e. we aren't using Wealth Counsel), or each spouse gets their own letter about their other Estate Planning documents. Right now, the form in Leap is automated for Client 1 individually throughout. Is there a way to 'switch' from Client 1 to Client 2 without having to manually change all the fields?
Right click on the document and select replace default reference. A screen will come up with two sides and on the left side you choose which field you want to replace (client 1) and the right side you choose what you want to replace it with (client 2).