Form Actions
- How do I send digital forms in Bulk to selected clients?
- How do I send a fact find document for signing?
- How do I send a digital fact find to a client?
- How do I view / edit / complete review of a client’s digital Fact find?
- How do I preview and pre-fill the form before sending it to a client?
- How do I create a digital form to a client (open a new form)?