STOP — Confirm Client warning on the questionnaire Setup tab

When you open a questionnaire and there are already answers loaded in it — for example, from a previous client whose data was auto-reloaded from your last session — you'll now see a red STOP — CONFIRM CLIENT BEFORE SENDING box at the top of the Setup tab, with that client's name in bold caps.

If it isn't the client you're about to send the questionnaire to, close and relaunch the interview, then click New Data on the green banner at the top before doing anything else.

The warning only appears when there are answers already in the interview — a fresh questionnaire shows nothing. It's on every EP questionnaire in both Washington and Oregon: Estate Planning with Fiduciaries, without Fiduciaries, Assets & Liabilities, Web Link, and Build Your Own.