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Edit a Sent Questionnaire

Updated over 2 weeks ago

Once a Questionnaire has been sent to a client, you may still need to make changes while it's open for them to complete. With the ability to edit a live Questionnaire, you can make real-time updates without needing to create a new one from scratch.
Below is a step-by-step guide on how to edit a Questionnaire after it's been sent.

Edit a Sent Questionnaire

1. Open the Questionnaire request

Navigate to the Task List and click on the Questionnaire Task Name to open.

2. Click View > Edit

Click View to open the Questionnaire, then click Edit in the upper right corner.

3. Edit Questionnaire

Select the section you want to edit and add changes as needed.

4. Click Save

Click Save in the upper right corner to finalize changes.

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