External Questionnaires: Use Response File To Populate Additional Documents

I understand that when someone responds to my questionnaire, I get an email with the populated documents and a csv file of the responses. Right now, there is nothing I can do with this csv file other than retain it for my records.

It would be amazing if I can use this file to directly populate other templates in the future. A sample use case would be if the same client who completed the questionnaire comes back to me again to do another engagement. I would already have a lot of their basic information in the csv without having to ask them for it again.

Hi @ElliottRyder!

Thanks for the feature request. We do have this capability currently on our product roadmap. Our team will post to the community when we have it released in the future.