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Organizers (Basic): Send Manually or Automatically

Organizers (Basic): Send Manually or Automatically
11 Min

Our Organizers tool allows you to create custom-designed questionnaires and forms to get all the basic information you need from clients. Plus, clients can upload their documents directly in response to questions.

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Document

Organizers (Basic): Send Manually or Automatically

Our Organizers tool allows you to create custom-designed questionnaires and forms to get all the basic information you need from clients. Plus, clients can upload their documents directly in response to questions.

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