Laser App inserts data into form fields based on a user toggled value called Registration Type. Registration types are altered at the top of each form window and determine the content and location of client data insertions in "live" forms.
Different registration types are available for different forms, but generally "Individual" or "Joint" will be the most common. Representative and broker-dealer information is always inserted and does not depend on the Registration type value.
In addition to Registration Type Insert Buttons are located throughout forms to selectively pull from information like Beneficiaries or alternative addresses.