Send a Fact Find Request
Pre-Fill the Online Fact Find on behalf of a client
Send a FLEX Fact Find to your client
Explore the Fact Find Builder
Reuse a Previous Fact Find
Update a Fact Find Template
Build a Basic Fact Find Template
Enable the Fact Find "Same as" Feature
Configure Fact Find Builder Components
Calculate the Sum on a Fact Find
Use Logic on Fact Find Templates
Create a Dynamic Dropdown Selection