Data Management Feature (Collect + Reuse Client Data)

We are happy to announce our latest feature, Data Management. This feature allows you to reuse client data that you’ve already collected, from our Shareable Questionnaire, to generate new templates without having to ask for an additional questionnaire submission.

Use Cases

  • Populate templates without requesting additional client information
  • View and edit previously submitted client information

Key Features

  1. Available to users on our Pro plan and above
  2. Groups all of your previously gathered Questionnaire data by the submitter email address
  3. Works similar to the Multi populate feature
  4. Generate packets of documents for many clients at once

Stay tuned for more information and guidance regarding this feature, but for now, feel free to check out our Help Center article on the matter and try it out!