Organizers

Create organizers with conditional questions and documents requests

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• Organizers (Basic): Create & Apply Templates
• Organizers (Basic): Send Manually or Automatically
• Organizers (Basic): View History/Audit Trail
• Organizers (Advanced): Enable Clients to Copy Sections
• Organizers (Advanced): Enable Clients to Create Their Own
• Organizers (Advanced): Conditional Logic Jumps
• Organizers (Basic): Document-Upload Notifications
• Organizers (Basic): Submit, Unsubmit, Change
• Organizers List (Basic): View, Remove, Archive, Seal, Export, Print
• Organizers (Basic): Enable Clients to Pre-Populate Answers
• Organizers (Advanced): Assign Tags Depending on Organizer Answers