How to assign forms to Copilot clients every month

Click the "Search applications" field.

Type "Copilot"

Click "Copilot"

Click "Retrieve a Client"

Click the dropdown to select your account or click on "Add" to add your Copilot account using an API key

Click here to enable you to select a client

Click here

Select the client or clients you want to request the form from

Click "OK"

Add a new module and select “Copilot”

Click "Request a Form Response"

Click here to enable you to select an existing form

Click the dropdown

Select the form that you want to request from your client each month

Click the scheduling setting