How to test/preview a new custom questionnaire?

To test or preview a newly created questionnaire after customizing it, follow the steps below to ensure everything is set up as expected:

1. First add a new matter by going to the Matters menu, then clicking on the Add button at the top corner.

   

   
   

2. Then type in a test matter name and select the Questionnaire Type:

   

   
   

3. After adding the new questionnaire, you will access the Matter Details screen. From there click on Open Questionnaire:

   

   
   

4. After opening the questionnaire you can go through the sections and questions and answer them as if you were a client user.

   

   
   

By following these steps, you can ensure that your firm's custom questionnaire is working correctly before it's shared with your clients.