Nancy Funk
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Gather -N/A docs
Is there a way to generate a summary of documents that clients have marked as N/A in their gather request lists that would download when firms are downloading the client docs?
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Answered
Ability for the client to view organizer answers and custom questionaire after finishing
After a client hits the finish button they are asking where they can see the answers they have filled in on their organizers and custom questionaire. Would be nice if they could go back to a view ...