Compile & send the fact-find (FF2)

The fact-find is the questionnaire the client fills in to give you everything needed to draft their documents. You assemble it from templates, optionally edit it, and send them a link.

There are two ways in: as part of creating a new order (Step 2 of the builder), or from an existing order later.

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Entering the fact-find from an existing order#

On the order page (/orders/{id}), find the "Fact-find" card in the right sidebar. Its badge tells you where things stand ("Not started", "Draft", "Sent · waiting", "Started · n/m", "Submitted").

• No fact-find yet: click "Compile & send" → the template picker.
• Already have one: click "Edit" to change it, or the ⋯ menu for "Preview fact-find" / "Recompile". If it hasn't been sent, click "Send".

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Compile from templates#

On the template picker (heading "Set up the fact find" in the wizard, or "Compile fact-find" as a standalone page):

1. Templates are grouped by category: Wills, Trusts, Lifetime Trusts, LPAs, Other. The ones matching the products you chose are pre-selected and tagged "Recommended".
2. Tick the cards you want. Cards marked "Per person" let you choose which testator they apply to under "Add for".
3. Continue:
   • In the wizard: "Use selected templates (n)".
   • Standalone: "Compile & edit →" (or "Replace & edit →" when replacing an existing fact-find, confirmed by "Replace the existing fact-find?").

Prefer to start blank? Use "Build from scratch". In a hurry? "Skip for now" creates the order with no fact-find (compile one later).

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Review before sending#

After compiling you'll see "Review the fact-find":

1. Check the "Selected templates" card - use "Change" to adjust the mix.
2. Read any conflict cards:
   • "{n} things to check" - blocking items that are auto-resolved when you continue.
   • "{n} notes" - informational. Or you'll see "Everything fits together cleanly."
3. Then either:
   • "Make edits" - open the editor to fine-tune (see below), or
   • "Send now" - confirm in "Send fact-find to client?" → "Send now".

Not ready? "Save and finish later" parks it on the order.

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Edit the fact-find (optional)#

Heading: "Edit your fact-find" - "Tweak labels, counts and scopes before sending." Your changes autosave (watch the "Saving…" / "Saved" indicator).

Top-right buttons:

• "Preview" - see it as the client will.
• "Recompile" - regenerate from the templates.
• "Save & finish later" - park it.
• "Send to client" - confirm in "Send fact-find to client?" → "Send".

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After it's sent#

You land on "Fact-find sent" - "We've alerted {client} and they can now start filling it in." From here:

• "Go to order →" returns to the order.
• "Preview" / "Edit" remain available.

Back on the order, the "Fact-find" card now shows live client progress. Once they submit, it shows "Review answers" so you can see everything they entered before drafting.

Recall or resend#

If you need to pull it back, open the fact-find card's ⋯ menu:

• "Cancel send" - stops the current send (confirm "Cancel send?").
• "Cancel & resend new" - recall and start a fresh one (confirm "Cancel & Start New").

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Next: once the client has completed the fact-find → Guide 8: Draft, review & send documents.