Importing
from PowerRep
1.
Open up the PowerRep Search Screen. Highlight the client whose data you
want to import from the client list in the top left hand corner of the
Search Screen. Click on the Client button located on the right-hand
side of the Search Screen.
2.
This will go on to the Client Screen in PowerRep. Click on the button
on the right hand side that says Clipboard. This will “paste” your
client data. A prompt will appear saying; “Your data is copied to
the clipboard. Press Ctrl+V to paste this info”. Hit the OK
button.
3.
Return to e/Forms. In the Client Information section of the screen,
make sure you have selected the Search tab. Enter check marks in
the boxes for Spousal Info and the Date if you want them to autopopulate
on the form. Click on the Export Data button.
4.
Open the form that you wish to complete, and click on the Import Data
button on the top of the screen. For details on opening a form go
to the section of this manual entitled Selecting Form(s).
5.
If it is not the correct client info, click on the Reset Form button to
remove the data and do the import process over.
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