Disclosures and Forms
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NextAgency allows you to seamlessly manage and send consent forms to your clients directly within the platform. This powerful feature will save you time, money, and clients by making your client interactions more efficient. Watch this video below to learn how it all works!
Video Chapters:
00:00 - 2:00: Populating NextAgency With the Necessary Fields.
2:00 - 04:35: How to Set Up Consent Form Workflows.
4:35 - 6:00: How to Use Consent Form Workflows.