Organizers (Advanced): Enable Clients to Copy Sections

When you create an organizer template to collect basic info from clients, you may want to give them the opportunity to replicate a section in order to provide additional answers.

For instance, a client may want to add details about a second or even third bank account in the financial part of their organizer.

When you create an organizer template to collect basic info from clients, you may want to give them the opportunity to replicate a section in order to provide additional answers.

For instance, a client may want to add details about a second or even third bank account in the financial part of their organizer.