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Simple Data Entry
The order is completed on the Data Entry screen. Here, the client can quickly correct any errors made while entering the basic data and upload any documents that you allow for this customer. They are also guided through data entry for degrees, licenses, employment, etc. They can add services they forgot to order up front. Once again, you can enter specific instructions for any client. You can choose to display pricing or not. You can also require an electronic signature, customizable by client.