Editing Requests & Request Templates
Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals.
Editing a Request that was created from a template
You may wish to use a template to create a Request, but wish to adjust the content of the created Request prior to sending it out. This will allow you to send a customized Request without changing the template in the system. Here's how to do that:
- Navigate to the Requests page.
- Select + Blank Request.
- Select the template you wish to use for your Request.
- Click on the ✐ Edit Request button.
- You'll now be able to edit the wording of questions, add or remove questions from sections, delete entire sections, or add new sections at the end of the Request.
Note: Moving questions into different sections is currently not supported, but expected in a future feature enhancement.
Editing a Request Template
If your firm is a Pro-Tier subscriber, you'll have the ability to not only create new Request Templates but edit those Templates. You can also take a System Template and create a new template from it which can then be edited. Let's take a look how to edit a Request Template:
- Navigate to the Requests page.
- Select + Blank Request.
- Find the template you wish to edit, and click the Ellipses in the upper-right corner of the template box.
- Select ✐Edit Template.
- You'll now be able to edit the wording of questions, add or remove questions from sections, and add, remove, or move entire sections in this template.
- Once finished, to save changes to this specific template, click Save Changes in the bottom-right corner.
- To create a new template with your edits made, but retain the original template as it was prior to editing, click Save as new template in the upper-right corner.
Note: Moving questions into different sections is not currently supported, but expected in a future feature enhancement.
Editing Responses on a Sent Request
You may have times that you wish to collaborate with your clients and fill in information on a request. For example, you may have information that the client can't remember, but you want to make sure is included in the answers on the Request. Another time this may happen is if your client clicked Submit prior to answering all the questions. Let's see how to collaborate on a Request by editing responses on a sent Request:
- Navigate to the Requests page.
- Find the Request that you wish to collaborate on and click it to open.
- Click the Ellipses (three dots) in the upper-right corner.
- Click Edit Responses.
- You can answer Yes/No questions, short answers, and upload files on the client's behalf.
- Once finished, click Save Changes in the bottom-left corner.
- The client will see any changes made.
Note: Only responses can be edited once a Request has been sent. Questions on a sent Request can not be edited or removed.
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