Gestisci inviati/inviati
How you can find send forms and access to answers/files.
Work with organizers list
Manage and filter sent organizers to track progress and access submissions.
Sincronizzazione questionari risposte con campi personalizzati
Save time and reduce manual entry while keeping client profiles updated.
Work with answers in organizers
Review, edit, and manage clients' responses in organizers.
Assegnare tag basato su questionario risposte
Simplify client onboarding and enable tag-based workflow automations.
Azioni con questionari
Submit, print, rename, archive.
Work with client requests
Track and share client requests from a centralized view.