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Create customizable organizers with conditional logic, CRM sync, and self-service options.

オーガナイザー・テンプレートの作成と適用

Create interactive organizer templates to collect client info.

Allow clients to add more sections inside forms if needed.

Use request templates to gather client information faster.

Display questions and sections based on client's previous answers.

Set default upload folders and enable real-time upload notifications inside forms.

Save time and reduce manual entry while keeping client profiles updated.

Allow your clients to auto-populate organizer answers from previous submissions.

Enable self-service organizers, allowing clients to create their own forms from predefined templates.