Ideas & Enhancements
Too much clicking to select parties and providers on PDF merge
Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.
A suggestion would be to have a tag that would relate to the Party Role. This would allow you to choose Client, Employee, Employer, etc.
Basic forms can be used as sample to show what fields need to be completed. Workers Comp forms need Employee and Employer.