Rainman1966
Level 3
01-16-2022
09:22 AM
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Before sending out the invite to the client I like to add a number of questions to the list, ie: 2021 Economic Impact Payment. I open the client in link, go to the drop down box next to Add Request. I select New Template. How do I save that template so it applies to all link clients. I do not want to re-type my additional questions for each client.
Best Answer Click here