Organizer template field reference
Table of Contents
This article describes the fields available when creating or editing an organizer template.
Template editor
| Field | Description |
|---|---|
| a. Template name | The name you’ll see when selecting the template. |
| b. Name (visible to client) | The name clients see for the organizer. Click Add shortcode to personalize it with shortcodes such as a client’s name or the date. |
| c. Attach checklists | Toggle on to attach a document checklist to the organizer template. When enabled, the client’s account-specific document checklist is included with the organizer. |
| d. Welcome screen | The introduction page shown to clients at the start of the organizer. Contains the Intro block when the document checklist is enabled—can be edited but not disabled. |
| e. Questionnaire | The main area where you create sections, questions, and text blocks that clients fill out. |
| f. Section name | A heading for the section (e.g., Address Info, Spouse info). |
| g. Section controls | Copy, settings, and delete options for the section. The copy icon duplicates the entire section including all questions. The gear icon opens section settings—toggle on Allow client to repeat to let clients replicate the section, or toggle on Conditions to set up conditional logic jumps . The trash icon deletes the entire section and cannot be reverted after you save the template. |
| h. Question settings | Gear icon that opens settings for an individual question or text block. See question and text block settings for details. |
| i. + Question | Adds a new question to the section. See question types for available options. |
| j. + Text Block | Adds a read-only text block to the section, visible to clients but not a fillable question. |
| k. Preview | Opens a preview of the organizer as clients will see it. You can navigate sections, fill out blocks, and click Next to step through the organizer. Click Back to edit or X to return to editing. |
| l. Settings | Opens organizer-wide settings. See organizer settings for details. |
| m. + New section | Adds a new section to the questionnaire. |
Question and text block settings
| Setting | Description |
|---|---|
| Required | If toggled on, the client won’t be able to submit an organizer until all mandatory questions are answered. |
| Pre-filled | If toggled on, the client’s answer to the question will be automatically populated when a client fills out the organizer for the second and further times. |
| Conditional | If toggled on, you will be able to make a question or text block to be displayed when a client answers a question a certain way using conditional logic jumps . |
| Description | If toggled on, you will be able to provide details that explain a question. The explanation is displayed beneath the question. |
| Tagging | If toggled on, you will be able to add and remove account tags depending on client answers. |
| Sync to CRM | If toggled on, you can select account/contact custom fields to be synced with the answer. You can choose whether to sync each answer in each specific organizer. |
Organizer settings
| Setting | Description |
|---|---|
| a. Notify about document upload | Toggle on to receive notifications when documents are uploaded to the organizer. |
| b. Organizer self-service | Toggle on to let clients create organizers on their own based on this template. |
| c. Automatically seal after submission | Toggle on to seal the organizer after submission , preventing clients from making further changes. |
| d. Send reminders to clients | Toggle on to send automatic reminders for pending organizers. |
| e. Customize destination folder for document uploads | Toggle on to create a separate folder in the client account for storing uploaded documents. Supports shortcodes in the folder name. |
Question types
| Question type | Description |
|---|---|
 a. Free Entry | For entering text, such as a name, address, or company. |
 b. Email | For entering an email address. |
 c. Number | For entering numerals, such as number of children or an SSN. |
 d. Date | For entering a day, month, and year, such as a date of birth. Accepted formats: MMM-DD-YYYY (e.g., Jan-01-2022) or MM/DD/YYYY (e.g., 12/24/2022) for US firms; DD/MM/YYYY (e.g., 24/12/2022) for non-US firms. |
 e. Radio buttons | A list of at least two options where only one can be selected, such as a company type (e.g., nonprofit or LLC). |
 f. Checkboxes | Small boxes (at least one) that can be selected, allowing both multiple and single answers. |
 g. Dropdown | An expandable menu for selecting one or more options. |
 h. Yes/No | For yes/no answers to questions like “Are you married?” |
 i. File upload | A place to upload a document, with the name of the document that needs uploading. In template settings, you can add a folder that will be created in the client account for uploaded documents. If no folder is added, the client selects a folder when uploading. |
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