To prepare a claim form during the checkout process, the form must first be activated and then linked to the correct insurance company.
1) Navigate to Settings > Companies & Contacts > Third-Party Companies
2) Select the Form Tab and locate the matching insurance claim form.
Check AutoGen on to default display the form on checkout. (Optional)
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Note: Activate forms initially in Settings > Forms & Letters > Forms. |
4) The Form will be enabled by default to display once you select Checkout.
