Organizers (Basic): Work with answers
Once your client submits the organizer, it's your turn to work on it. Here, we cover all options that may simplify your work with answers.
View client answers
Click the name of the organizer in the list to view the information your client provided. The client's answers are displayed on a single page:
a. Questions: The tab that displays the organizer questions and answers.
b. Documents: The tab that contains all the documents uploaded via the organizer.
c. Show hidden questions: If toggled on, the unanswered questions that are hidden due to conditional logic will be displayed.
d. Show unanswered questions: If toggled on, all visible questions that were left unanswered by the client will be displayed.
e. Show answers pending review: If toggled on, shows answers pending review only and hides all the client's answers marked as reviewed.
f. Counter: The number of total/unanswered questions in the section. Note that only the question blocks are counted; the text blocks are not.
g. CRM: Shows whether answers to particular questions are set to sync with custom fields in the template used. After you sync them with custom fields, the column will be cleared.
h. Reviewed: The checkbox allows you to mark particular answers as reviewed, preventing further edits.
Keep in mind:
- When you reload the organizer, the toggles switch back off.
- If you want to print hidden, unanswered questions and answers pending review, you should enable the Show hidden questions and the Show unaswered questions toggles and disable the Show answers pending review toggle.
Compare answers
You can compare the current organizer with the previous organizers based on the same template. Then, you can copy answers or download files from them.
To do so:
1. Click three dots next to the organizer name in the list or at the top right when viewing the organizer. Then, select Change answers.
2. Click Compare answers at the top right and select any previous organizer from the dropdown with the organizer names.
You will see the current organizer on the left and the previous organizer on the right. There you can:
- Click on any section to view it.
- Copy an answer by clicking the button to the right of it.
- Download and preview files by clicking the buttons to the right of the file name.
Click X to the right or the Compare answers link to close the comparison view.
Change answers
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If the organizer was already submitted but not all answers are provided or there are mistakes, you can complete or edit it for a client:
1. Click the three dots either to the right of the organizer in the list or inside an organizer, then select Change answers.
Note that:
- Every change you make to an organizer is recorded in the audit trail.
- Organizers can be changed by a firm owner, admin or any team member with access rights to edit organizer answers.
2. You will see the organizer the way your client does. Make edits as needed:
a. Go to section: Select an organizer step from the drop-down to move to. Those with the green check mark are completed. The counter to the right of a step name shows the number of completed questions out of the total.
b. Question block: Fill in the answer, upload docs and more, according to the question type. The green line on the top fills up along with your progress.
c. Pre-fill: If one or more organizers based on this template have already been submitted, click Pre-fill to automatically fill in the fields where you have Pre-fill enabled.
Compare answers: See the previous organizers in comparison with the current one. For details, go to the subsection below.
d. Attached docs: Open the sidebar with documents uploaded to the organizer.
e. Three dots: Open the menu with the Print organizer option.
f. X: Click to close the organizer and go to the organizers list.
g. Next: Move to the next organizer section.
h. Submit: Changes the organizer status to Submitted. You will see the prompt to answer all mandatory questions (if any).
All changes are automatically saved. You can close the organizer and resume answering questions later or from a different computer without losing anything.
Prevent clients from changing answers
Sometimes you want to be sure that the answers in the organizer are not being changed. There are two ways to stop your client from making changes to the organizer:
Seal organizers
If you need a client to stop making changes to the whole organizer, seal it. Click the three dots to the far right of the organizer’s name in the list, then select Seal. Or, to seal several or all organizers, select their checkboxes in the organizer list and then click Seal at the top right.
To set an organizer to seal automatically after the client has submitted it, click the Settings button and toggle on Automatically seal after the submission when you create or edit the organizer template.
Note: Automatically seal after the submission works even if you are submitting organizers on behalf of a client. For more details, go here.
By default, organizers sent to clients are unsealed. When you seal them, you’ll see a tag that says Sealed. Clients won`t see sealed organizers in the waiting for action list.
If you want a client to have access to the organizer again, click the three dots to the far right of its name and select Unseal.
Review answers
One more way of preventing client to make changes to specific answers in the organizer is to mark such answers as reviewed. To do so, open the organizer and check the box to the right of the question.
When a question (and the answer to it) is marked as reviewed, it is no longer available for the client to edit. Once you uncheck the answer, the question becomes available again.
To view the history of reviews, click three dots in the organizer list or at the top right of the organizer and select Review history.
