How to Add Mis-Selling Points to a Document¶
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To Add, Change or Delete Mis-Selling Points from the Questionnaire, click here for instructions.
Open the required document for editing, click here for instructions.
The Mis-Selling Checkpoints Fields¶
There are 30 Mis-Selling check points.
The Merge fields are as follows:
ClaimDetailsMisSellingChecklistItem1 to ClaimDetailsMisSellingChecklistItem30
If the answer to a Mis-Selling check point is "Yes" the value "True" is returned. If the answer is "No" or Blank, then the value "False" is returned.
Example of how to format statements to create tick or unticked checkboxes¶
