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Does Clickforms Have Workfile Attachment Like Total?

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LA Woman

Thread Starter
Member
Joined
Jul 18, 2007
Professional Status
Certified Residential Appraiser
State
California
I really like the way Total allows you to easily drag and drop your workfiles into your report. I spoke with tech support at Clickforms but it doesn't sound like they have a similar type of option.

Can I be paperless and still use Clickforms??
 

RoyBeckham

Sophomore Member
Joined
Apr 24, 2014
Professional Status
General Public
State
California
Sure, from ClickFORMS go to Insert > Insert from PDF and select the PDF files you want to bring in. Then choose what type of page to bring it into (ie, letter or legal size) and page title. Finally click on Insert to bring them into your report.

Roy Beckham
Marketing Manager | Bradford Technologies
 

JTip

Elite Member
Joined
Oct 12, 2004
Professional Status
Certified Residential Appraiser
State
Pennsylvania
I usually have a template, say 1004, with various addendums.
Zoning map, for example, you simply right click the field, insert pdf/jpeg and boom... Next...
I really like the auto photo size reducer in the recent update. Nice job.
 
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