I created a couple of client profiles to test my workflows and see how my forms and agreements look on their end. There doesnโt seem to be a way to permanently delete them, but it would be nice to be able to filter them out or exclude them from the list of sent intake forms or from counts of agreements signed/pending.
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In Review
Feature Request
4 days ago

Elayna Swift
Get notified by email when there are changes.
In Review
Feature Request
4 days ago

Elayna Swift
Get notified by email when there are changes.