About Field Sync

Sync static section data to other static or collection sections within a project. Triggered either by the source field being updated or a new collection item created in the destination collection section.

Customized per firm typically at set up.

• Increases speed and eliminates redundant data entry while improving data accuracy
• Provides visibility or reporting of sync'd fields across sections
• Automatically populates default values in new collection items
• Saves time—less data entry
• Avoid inconsistency in your data to avoid operational or legal issues
• Improves data quality