Passare Internal Ideas

Edit to How to Edit Forms KBA

Really small request... on the How to Edit a Form KBA, could we swap out the form example screenshots? Right now we reference updating a contract - there are a lot of firms using our standard contracts (global forms, they can't make updates on this) and we typically discourage customers editing any financial documents, as these require complicated codes. Basically only Tarrence works on contracts/financial docs.

Could we switch these out for a simpler example, in case it causes confusion to customers?

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  • May 7 2020
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