Organizers (Basic): Create & Apply Templates


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Create your own interactive questionnaires with our custom organizers to efficiently gather the info you need from your clients. Having all your FAQs ready to go saves time. Plus, you’ll find that organizers are especially useful as automations in pipelines, so that they go out to clients at just the right time.

Covered here:

Creating Organizer Templates

An organizer template can be created by a firm owner or any team member with access rights to manage templates. Make them ahead of time, so that you have them handy and available to further customize. 

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To create an organizer template, go to Settings from the left sidebar, choose Templates in the menu bar, select Organizers, then click CREATE TEMPLATE.

Or access this page by selecting the Create Organizer automation while creating or editing a pipeline, then click New template.

An organizer has sections and questions; each question belongs to a section. Learn more about the numbered template-creation features here:

1. Organizer name: Enter what you’d like to call it. This is what you’ll see when selecting the template. 

2. Notify about document upload: Toggle this on if you want to receive notifications about documents uploaded to an organizer. For more details, see here.

3. Organizer self service: Toggle this on if you want your clients to create organizers based on this template on their own. For more details, see here.

4. Section name: Enter a heading for the first section (e.g., “Personal Details”).

5. Section gear icon: Click the gear icon to choose the section’s settings: Toggle on Allow client to repeat to allow clients to replicate sections (for more details, go here). If you want a new section to be displayed if a client answers a question a certain way, click the gear icon to toggle on Conditions, then set up the conditional logic jumps (see here).

6. Question/Text Block gear icon: Click the gear icon to make a question mandatory, then toggle on Required. If you want a new question or text block to be displayed if a client answers a question a certain way, click the gear icon to toggle on Conditions, then set up conditional logic jumps (see here).

7. Question: Select the type of question or request, choosing from the pull-down.

What the pull-down options are for on the client side:

  • Free Entry: entering text, such as a name, address, or company
  • Number: entering numerals, such as a number of children or an SSN
  • Date: entering a day, month, and year, such as a DOB
  • Radio Buttons: selecting from a list of options, such as a company type—nonprofit, LLC, etc.
  • Checkboxes: clicking on a list with checkboxes that can be left empty or checked
  • Yes/No: choosing a yes or no answer, such as for a client’s marital status
  • File Upload: uploading specific documents; the name of the requested document appears on the organizer. Documents uploaded to an organizer are saved to your default client top-level folder with Client can view and edit access.

8. Text Block: This lets you drop a block of text with different formatting into the organizer. Use it at the top of a section to explain a question, for instance, or any other way. 

9. Add Section: When you’re done with the questions for the first part of the organizer, add more sections.

10. Save: When all the questions are added, save the template.

Applying Organizer Templates

Once you’ve created a template, use it to speed up your info-gathering process:

1. Create a new contract either by clicking + NEW and selecting Organizer or by selecting the recipients in the accounts list, then clicking Send Organizer.

2. Click the Template list to expand it, then select a template.

3. Continue by enabling reminders and linking the organizer to jobs. 


Note! If there is more than one recipient, you can’t link the organizer to jobs.

Adding Default Organizers From Our Library

We offer default organizer templates you can edit:

1. Go to Settings from the left sidebar menu, select Templates in the menu bar, open the Organizers tab, then click COPY FROM LIBRARY.

2. Click on the copy icon to the far right of the template you want to add. Now you can edit the organizer by clicking on its name. 

Editing Organizer Templates

To make changes to an organizer template, follow these steps:

1. Go to Settings from the left sidebar, select Templates in the menu bar, open the Organizers tab, then click on the organizer template’s name in the list.

2. Make changes to the organizer template, then click SAVE. You can move or delete questions and sections using the icons to the far right of the section name or question.


Note! The changes you make to an organizer template are not reflected in the organizers that have already been created from the same template.

Duplicating Organizer Templates

Create a new organizer template from an existing one: Click the three-dots icon to the far right of the organizer template’s name, then select the Duplicate link. The organizer’s copy will be saved with a suffix (e.g., Organizer (2)). 

Deleting Organizer Templates

To avoid clutter, remove an organizer template if you don’t need it anymore. Click the three-dots icon to the far right of the organizer template’s name, select Delete in the pull-down, then confirm by clicking DELETE. All organizers created for your clients with that template will still remain.  


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Conditional Logic Jumps

This section was moved. See here.

Notifications for Document Uploads in Organizers

This section was moved. See here.

Organizer Visible to Client (Self Service), Explained

This section was moved. See here.

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