The Web Questionnaire's allow you to collect information for your client that is relevant to their application. Once a client submits their Questionnaire they are prevented from making further changes. However there will be occasions where the client has not answered or completed correctly all of the questions and you will required to return the Questionnaire to them for editing. This article covers how to return a Web Questionnaire to a client.
1. Open the received Web Questionnaire
First you will need to locate the received Web Questionnaire message in the Documents tab of the relevant matter . Once you have located the Questionnaire message, double click it.
The message window will now open.
2. Click Send Back
Next, click the Send Back button
3. PDF Save a Copy
Before sending the Questionnaire back to your client, you will be given an opportunity to generate a PDF record of what has previously been provided. It is recommended that you do generate this PDF as once the Questionnaire is returned to the client they will be editing the original results.
4. Edit the Message
Next you will be presented with a Portal Message which will be used to send the Questionnaire back to the client. With in the body of the message you should insert details about what you need your client to do with the returned questionnaire.
5. Send the Message
When you have completed the message, click Send Message.
Note: If you would also like to notify the client, can can click the down arrow next to 'Send Message', the choose to notify the client by Email or SMS
Your client will now proceed to receive a Portal Message with the Questionnaire attached.
6. Close the original message
Click Save & Close.
