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FAQs I exited the agent screen and I want to help the client to complete the form. What to do? Estimated reading: 1 minute 90 views Agent screen can be opened again from Processes interface, for any user with agent or project manager permissions. Press “+” next to the transaction that needs help: After it press “Show Agent” button to open the transaction from the agent side: For more information about Processes window read here. FAQs - Previous Client could not enter data into a certain field. What to do? Next - FAQs How can I send a form to the client?
