Warning
Product support for ToolBox CS ended on October 31, 2022.
Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.
To use the program to fill in client information on a form or document, follow these steps.
- Open the form or document into which you want to enter information.
- Click the arrow in the Client selection drop-down list and then click the client name.
The application transfers client contact and other information (previously entered in the Clients dialog) to the form or document.
Video: Using the program to fill in client information on a form or document (approx. 1.5 minutes).
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