How to view completed waiver

Hi,

I want to create a waiver which has extra data (non-RGP fields) on the form. How can I view the waiver AND edit the record at the same time, so I can manually view/copy the waiver populated fields into the RGP record? The screen that allows viewing the waiver does not allow to edit an RGP record at the same time?

Thanks!

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  • There is no way within RGP to have a document side-by-side with a customer record. You could save the document from the Documents window and then open it in a reader.

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