Replies posted by Scott Wadman

2 Replies

Scott Wadman
Beginner
Scott WadmanBeginner
asked in Share Tips & Best Practices

Form to gather new client information

Thank you all for your input.  We have worked a bit more with the Microsoft Forms.  We figured out a way to add it to an email template.  This email template is included in our onboarding template.  We will see how this works.  Thanks again.  

8
drich208
Superstar
14 days ago
Scott Wadman
Beginner
Scott WadmanBeginner
asked in Share Tips & Best Practices

Form to gather new client information

@LD7E Thank you for your response.  We have tried using MS Office Forms but find it somewhat limiting.  What version of Adobe are you using for your new client information questionnaire?

8
drich208
Superstar
14 days ago

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