To find out whether your client has started or accessed the questionnaire, you can either:
- Open the questionnaire from your matter list and view the information entered so far
- Go into the matter set-up by clicking on the 3 dots '...' on the right-hand side of your matter. Scroll all the way down to 'Access logs' and click on 'show/hide' to view the access logs (shown below):
The notification bell in the top right corner of FamilyProperty also displays recent activity.
How do I know when my client has the submitted the questionnaire?
You will receive an email notification once the client submits the questionnaire and from your matter list, a 'tick' will be shown indicating the questionnaire has been submitted:
You can click on the matter name to view the completed questionnaire on your screen. Once open, go to 'Options' in the main menu bar to export the questionnaire report (for printing or to save the document in your desired location). From options, you can also 'Switch to dashboard' to start managing the matter and utilising all features of FamilyProperty.