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Reusable Client Data (Data Management)
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