Create and Send a Worksheet
Worksheets provide a structured client-facing information flow. Use the capture link created for the intended worksheet.
Where to find it: Admin → Marketing → Worksheets
What to do
- Create or open the worksheet and complete its fields and instructions.
- Save and preview the client experience.
- Copy the share or capture link.
- Send the link to the intended person and review the completed result.
Good to know
- Confirm the worksheet is appropriate for the information being requested.
- Do not forward a private capture link to unrelated people.
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