Step 3 - Forms
By Philip1 author9 articles
- Adding a Form to a Risk Profile
- Filling Out a Form
- Assign a Specific Set of Questions
- Assign & Share an Entire Form
- Autofill a Form
- Task List: assign forms, questions and signatures; send 1 email notification
- Extract data from PDF and autofill to Wunderite form
- Filter questions on a form (unanswered, required, assignee, etc.)
- One-click autofill ACORDs with risk data schedules