After your client has submitted the Questionnaire, you can choose to download all the information that has been captured via the Questionnaire Report: a Word document of all the information and responses that has been entered into the Questionnaire.
Whether your client has submitted the questionnaire or its only be partially completed, you can open the matter and view the questionnaire on your screen. To download the Questionnaire Report at anytime, expand the left-hand menu and under 'Documents', click on Questionnaire report to download it to a Word document, where you can print or save it as required.
If your client has submitted the Questionnaire, and you are working from the Dashboard, you can download this report at anytime by clicking on Documents & Forms on the left hand menu > Show All Documents > and click on Questionnaire Report to download the Word document.
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.