FAQs

Find the answers to our most frequently asked questions

What does profile synchronization for firm profiles mean?

This feature replaces the ‘Import previous profile’ feature and allows you to copy information between multiple firm profiles, removing the need to repeat the same action on multiple profiles. Simply select the data you’d like to export and the firm profiles you’d like to export it to - you will have the option to export as draft if you’d like to review the changes or publish to make sure they appear on the website immediately.  

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