Organizers (Setup): Pre-filling answers

If you have long-time customers, you likely ask them to fill out the organizer each time they return. With the pre-fill option, you can enhance their experience by allowing the system to pre-populate information that doesn't change from year to year (e.g., addresses, dates of birth, dependent information, corporation information and more). You can also use pre-fill when completing organizers on behalf of your clients. This will save hours of data entry time.

Pre-fill, explained

When you send an organizer to your client, the answers are saved. If you send an organizer using the same template to a client, they will be able to  pre-fill information that remains consistent from year to year, such as addresses, dates of birth, dependent information, corporation information and more. You can also use pre-fill when completing organizers on behalf of your clients. 

If you are using the same template, pre-fill is also available when:

• You make edits to the template.
• You archive the previously filled organizer.

Note! On the firm side, pre-fill is available to firm owners, admins and team members with the Manage organizers access right.

Pre-fill is unavailable if you use a different template (even if the questions are the same) or if you have duplicated a previously used template.

For new clients, if you need organizers for several years at once, you need to send one organizer first and wait until they fill it in or fill it in on their behalf. Then, you can send all other organizers using/editing the same template to make pre-fill available. 

Turn pre-fill on and off

The pre-fill option is on by default for all questions in your organizer template (except for the document uploads), so you don't need to do anything to activate it. However, since not all questions need to be pre-populated (such as information on revenue), you should turn off the feature for the questions that need to be answered each time. 

To do so, click the gear icon to the right of a question that needs to be answered each time, then toggle off Pre-filled.

Note the following on using this feature:

• If the organizer allows the returning client to copy sections, only the first section will allow pre-fill.
• Documents must be uploaded manually each time, so the Pre-filled option can not be used for questions requiring document upload. 

How pre-fill looks

When a returning client fills out an organizer like the one they previously submitted, or you fill it on their behalf, it is possible to automatically populate the fields with the info they’ve already provided. To do so, your clients or you click Pre-fill after opening the organizer. This will replace any previously added information in the organizer.

If two or more organizers based on the same template have already been submitted, clicking  Change source allows your clients or you to select the one to pre-fill.

This is how it looks on the client side:

Tip! Organizers in the Change source section of pre-fill might have the same name. Consider renaming previously sent organizers to avoid confusion in that section.