FAQs I exited the agent screen and I want to help the client to complete the form. What to do? Estimated reading: 1 minute 61 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?