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NEW FEATURE: Pre-fill your client’s information

This new Docsafe feature is excellent for a number of reasons. It’s intuitive… you can predict (and know) quite a lot of your client information when you are requesting repeat form fills. It’s a time-saver… clients don’t need to look up any information you hold for them – contact details, last year’s turnover, board member names – whatever it is, it can be rolled forward using a previously completed form.

This feature works on forms, questionnaires or any documents where you require a level of information you already hold. It’s particularly valuable for longer documents where you are updating information annually/regularly.

We all feel slightly frustrated when a supplier we know well needs us to repeat details they already have. By using the pre-fill functionality you are working with your client, helping them and providing a professional and efficient service.