How to print an empty fill-in questionnaire?

You can export a blank, fill-in version of your questionnaire (including all your customizations) for printing in the following way:

As a firm administrator, open Settings, go to the Customization page, and select "export questionnaire" from the dropdown:

This will show a dialog screen where you can select whether to include some of the sections that may not be showing by default - as well as whether to include the asset and/or income sections:

When you choose "export" on this screen the tool will export your questionnaire to a Microsoft Word document - in a format that you can export to PDF, or print and give to a client:

Frequently Asked Questions

What format is the exported questionnaire?

A Microsoft Word document. From there you can save it as a PDF or print it and hand it to a client.

Can I include the financial and income sections?

Yes. The export dialog lets you choose whether to include the asset and income sections, as well as sections that are not showing by default.

Who can export the questionnaire?

Firm admin users. Go to Settings > Customization and select Export questionnaire from the dropdown on the questionnaire.