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.