


Data Collection Tab in Submissions
Schedule Templates: Allow required columns in workbooks
Improve Repeatables UI 2.0
Documents and Document Upload Request (Video)
Insured/Client Basic Information Smart Mapping
Understanding Account Entities & Smart Mapping in Submissions
Create a Schedule Workbook (How-To)
Create a Schedule Workbook - Upload Excel Format (Video)
Create a Schedule Workbook - Import from Epic (Video)
Adding a Note to a Schedule
"Send to Client" Feature
Smart Reminders
"Assigned Users" Feature
How to Attach the Prior Year PDF to a Form
How to Download Comments
Review Form Changes
Renewal "Verification Mode" System (Video)
How To Link Schedule Data To Indio Forms