Some insert buttons are labeled by the information that can be inserted by clicking on it, such as the Legal button shown above. Clicking the button will insert the information specified.
Buttons are placed in many applications next to beneficiary fields and other form sections requiring client-specific information.
Some insert buttons are labeled by the information that can be inserted by clicking on it, such as the Legal button shown above. Clicking the button will insert the information specified.
Other insert buttons require a selection. These are labeled Insert and include a small downward arrow to indicate that choices will be displayed. Click on the Insert button to display the list of choices. The example above shows the potential beneficiaries being displayed.