itonewbie
Level 15
01-24-2024
12:03 PM
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Would be happy to be proven wrong. But I don't believe you can batch update requests that have already been sent or do any of the fancy stuff you are hoping for.
Intuit Link has not evolved from being a basic client portal for rudimentary questionnaire and document checklist; its functionalities are rather limited, unfortunately.
You can certainly update the template so that future requests will have your modified question though.
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