Is there a way to use an existing questionnaire to prepare documents added to a collection after the questionnaire was created? Or, do you have to create a new questionnaire every time a document is added to a collection and/or modified?
Hi, amacfarlane -
Thanks for reaching out!
You can prepare documents if a template is added/modified later in your Collection.
From Pro Plan and above, you have access to Data Management ( read more here).
When someone submits a questionnaire, you can reuse their information and populate your templates that are saved in your Document Collection.
Let me know if you have any follow-up questions!