Save your frequently used application content so you can easily load and add it to new commission application forms.
1️⃣ Add your frequently used application content under [User Menu > Client History > Frequently Used Application Content].
2️⃣ When filling out a commission application, click the ‘load’ button on the right.
✔️ Click the content you want to add, and it will fill in the application form automatically;
✅ You can also save the contents of previous applications by going to [User Menu > Client History > Application History].