After the questionnaire is complete

Updated: Nov 29, 2020


Once your client has completed their questionnaire you can still get more information from them, either by having a web conference with them and screen sharing this information, or by sending them the client portal to upload their documents.


You will get an email informing you that the client has completed the questionnaire. When you get that email you should click on the link.


These instructions assume that you are opening the product using the link in the email.












If you want to read more about using the dashboard then you could start with the quick tour around the dashboard here.






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