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Link Questionnaire and document requests
Is it possible to change the order of the questions and document requests in an existing template? Thank you!
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@Fenway-cpa You can't rearrange the order because you clicked on Preview instead of Edit. Once you press Edit, you will see a screen like the one below. To rearrange the order, click and hold down the icon in red circle, then drag the line item to wherever you want, up or down the list. It works the same way for both Questions and Document Checklist.
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