Admin
Onboarding form editor
Edit the questions clients see in their onboarding portal. Changes save automatically and apply to every client immediately. Existing client answers are never deleted — if you remove a field, the saved answers stay in the database but no longer appear in the portal or Responses tab.
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Note: Some sections in the original forms include rich helper content (links, embedded video, examples). The editor preserves them but only lets you edit the plain-text title and helper. Built-in defaults remain available via "Reset to default".