Organizers
Create organizers with conditional questions and documents requests
- Organizers (Basic): Create & apply templates
- Organizers (Basic): Send Manually or Automatically
- Organizers (Basic): View History/Audit Trail
- Organizers (Advanced): Enable Clients to Copy Sections
- Organizers (Advanced): Enable clients to create their own
- Organizers (Advanced): Conditional Logic Jumps
- Organizers (Basic): Document-Upload Notifications
- Organizers (Basic): Submit, Unsubmit, Change
- Organizers list (Basic): View, remove, archive, seal, review, export, print
- Organizers (Basic): Enable Clients to Pre-Populate Answers
- Organizers (Advanced): Assign tags depending on organizer answers