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Organizers

Create organizers with conditional questions and documents requests

  • 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, Edit
  • Organizers List (Basic): View, Remove, Archive, Seal, Export, Print
  • Organizers (Advanced): Link to Jobs & Set Up Automove
  • Organizers (Basic): Enable Clients to Pre-Populate Answers
  • Organizers (Advanced): Assign Tags Depending on Organizer Answers

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