Reusable Client Data (Data Management)

Data management features and best practices

4 articles in this collection
Written by George Karmelich and Morgan Williamson

Reusing Client Data (Data Management)

Reuse client data that you've already collected to generate new templates without having to ask for another questionnaire submission.

Written by George Karmelich
Updated over a week ago

Downloading Client Records (Data Management)

Save a local copy of the data you've already collected from your clients!

Written by Morgan Williamson
Updated over a week ago

Uploading CSV Files (Data Management)

Have client data that you would like to use for populating documents? Our Dashboard now supports uploading CSV files to make that possible!

Written by Morgan Williamson
Updated over a week ago

Deleting Client Records (Data Management)

Remove unwanted client data from the Data Management tab of the Woodpecker Dashboard.

Written by Morgan Williamson
Updated over a week ago