How do I sync the document settings from one spouse's profile to the other?
If you are dealing with a spouse client file and wish to copy the document settings into the other spouse's profile, you can do so by using the spouse sync button.
- First ensure both spouses have been added as separate clients and linked together with the "spouse client" field.
- Enter into one spouse's profile and navigate to the "Documents" button.
- Click the Document Inputs Icon (lines with sliders) on the right side of the document type you would like view the settings for.
- Change your settings and click the Copy To Spouse Icon in the top right corner
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