Q&A
- Plans and Billing - Frequently Asked Questions
- Can I duplicate a questionnaire?
- How long will my client have access to the documents I uploaded in DecisionVault?
- What is the size limit for the document upload?
- Can the clients still edit their contacts after they have submitted the questionnaire?
- What can I do if the client's user invitation expires before they can accept it?
- Do you have training materials for my new hire?
- What happens when the questions in the questionnaire get updated?
- Where will I get a notification when the client submits the questionnaire?
- Will the system send a reminder to the client users who have not yet submitted their questionnaire?
- Will I get notified when the client makes a change or uploads a file?
- Will the client get notified when the user invitation I sent is about to expire?
- How to take in income and expense information?
- How can I embed a video in the questionnaire?
- How to gather information for FinCEN Beneficial Owner Filings?
- Can I set questions to be required?
- Is it possible to let someone upload files without creating an account?
- How do I assign contacts into roles?
- How can I ask for pronoun preferences on the questionnaire?
- What are "closed" matters?