For forms - make an option for clients to "copy last form" data when a new version or annual update is needed.
If we make changes to a form that someone already completed, allow clients to select the option to pull data from previous form for the matching fields, meaning they only have to update for revisions. This would also be helpful for annual updates. They could pull the data from last year's form, then change as needed. Giving them the "option" could help solve the privacy situation because the data wouldn't be initially visible.
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