This article describes the Task Actions for integrations.
Produce Form
This task can be used with Insight databases that have installed the FormEvo integration
- It will produce the selected Form as part of the workflow
- The required Form can be selected from the available templates and added to the task by dragging and dropping into the Template field
- An account needs to be set up with FormEvo in order for the database to have access to the Form Templates.
| More information about integrating with FormEvo is available in our guide FormEvo - Legal Forms. |
Produce Stamp Duty Land Tax (SDLT) Form
This task will create the SDLT Form and interact with the firms SDLT online account.
- Enter a Name and Notes
- Drag and Drop the default SDLT Template into the Template field
Run Calculation
This task will calculate the amount of Stamp Duty liable based on the data completed in the required User Defined Fields.
- The UDF fields must be mapped to the relevant parameters
- A UDF can be mapped to more than one parameter