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Create personalized assessment reports from updated form responses

Create personalized assessment reports from updated form responses

Your assessment responses update the database without client-ready reports, creating manual merges and delivery delays. Produce merged PDFs automatically so coordinators can deliver results same day.

Create personalized assessment reports from updated form responses

Overview

When assessment rows update, coordinators shouldn't waste time manually merging client reports. This flow turns updated responses into branded, merged PDFs and looks up the right template automatically, so consultants can share results same day.

Create personalized assessment reports from updated form responses