Client Portal
Asking Questions
Recurring Questions
2min
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Recurring Questions are Non-Transaction Questionsīģŋ that that you can schedule to repeat on a regular cadence. These are helpful for making repeating requests, like asking for statements from your clients.
A recurring question will automatically be added to your client's portal on the date you specify.
Watch the video below for an overview on how to add recurring questions in Keeper.
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Updated 25 Mar 2024
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