Data Collection
Improve Repeatables UI 2.0
Schedule Templates: Allow required columns in workbooks
Data Collection Tab in Submissions
Insured/Client Basic Information Smart Mapping
Understanding Account Entities & Smart Mapping in Submissions
Create a Schedule Workbook (How-To)
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
How To Link Schedule Data To Indio Forms
Import cert holder list to Indio for review, and export changes back to CSR24
ACORD 125 Phase 1: Fix exposure duplication in Indio schedules and allow individual schedule rows to be exported