NextChapter's newest feature, Form Preview Helper, is designed to help you navigate the app and populate your forms! With this feature, you can see exactly where every line of every form can be completed, access all articles from our Help Center, and easily edit any line - all within Preview.
To use this feature, click Preview in the top right of any case.
Once you are in Preview, you will see a right sidebar that contains a Map with instructions for every line of every form in your case. For example, if I want to see how to complete Schedule A/B line 17, I can simply click on Schedule A/B on the left-hand side, then scroll down to line 17 on the right-hand side.
For any line, you can click on the blue hyperlinked word to take you directly to the section of the app to adjust or edit the line.
Editing Information Directly in Preview
You can also edit some information without leaving Preview. Look for the pencil icon next to a line number, click it, make your changes in the pop-up window, and save.
Your edit updates both the form and your case data, so the change will carry through anywhere else that information is used.
Totals and calculated amounts don’t have a pencil icon since they’re generated from other entries. To change them, edit the entries that feed into them.
For more details, see Manually Editing Information on Your Forms.
Help Center Articles for Each Line
In addition to our Map within Preview, you will also see an icon to access all Help Center articles for every line. To view these articles, click this icon in the top right of Preview.
This feature provides articles to every line listed within the selected form, but you can also search the Help Center for any article by clicking the open icon next to Related Articles.
