Hello - just got off an "Ask the Experts" call and learned that webforms are really one-time use forms with the sole purpose of adding prospect to Junxure.  While this is helpful, it seems there is a HUGE missed opportunity for Junxure to provide a meaningful improvement in advisor workflow. Our team was hoping that we'd be able to create custom webforms for use throughout the client engagement, i.e., onboarding, risk management, estate planning, etc. The ability to browse and upload documents would be part of this, as would the ability to upload photos to populate the record profile. 

Would love to walk through this idea with someone at Junxure.  Really.  Call me.  

Thank you, 

- CD