Organizers (Setup): Enable Clients to Pre-Populate 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). 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. 

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.

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.

If you want your new clients to fill in organizers for several years at once, you need to send one organizer first and wait till they fill it in. Then, you can send all other organizers using/editing the same template to make pre-fill available to them. 

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 your clients see pre-fill 

When a returning client fills out an organizer like the one they previously submitted, they can automatically populate the fields with the info they’ve already provided. To do so, they click Pre-fill answers once they open the organizer. 

If they already have submitted two or more organizers based on the same template, they can select the one to prefill by clicking Change source.

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 client confusion in that section.