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- Unselect the documents you do not wish to order. - If you have completed a Client Fact Find, on the next page a Choose Reference button will appear. - Click on it and a window will appear with your Client Fact Finds. - Any Client Fact Find that has not been returned to your MyOrders page, will not appear. Select the relevant Client Fact Find and it will automatically populate many (BUT NOT ALL) of the fields required in these documents. - Please check that all relevant fields have been completed as you work your way through the documents. Change anything you want to.