Using the Agile Platform
Learn how interviews, data entry, document generation, and workflow tools function across the system.
Client Questionnaires
- How do I set up my account for sending questionnaires?
- How do I send a questionnaire to a client?
- Which client questionnaire should I use?
- What does the client experience when completing a questionnaire?
- How do I access, track, and use a client’s questionnaire answers?
Drafting Documents
- Overview: How to draft a document in Agile EP
- What Is an Answer File?
- Saving and Managing Client Data in Answer Files
- Using Answer Files for Drafting
- Using Sample Data to Explore Drafting Scenarios