If you want to make any edits to a client's form during a consultation, you can easily do so on Jupiter. You'll never have to reprint a form again.

Steps:

  1. Go to the FORMS tab in your client's profile
  2. Select the form you want to edit
  3. Click SAVE once you're done

You can make the edits directly on the form. Be sure to get your clients to resign to confirm the changes.

To view the edit history, click on the three circles and Form history.

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