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