Pick who this is for. If the session open in the wizard is theirs, what it already holds is carried across, so they only see what is still missing. Somebody else's session is never copied without asking you first.
Toggle off any items below that you wish to exclude from overriding your current application state.
The client gets these fields and nothing else — each with the app's explanation and your note. Their answers come back through the bell, like a submitted intake.
These boxes belong to sections answered No. They print blank unless N/A is written in. Untick anything you want left blank, then apply and download.