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:

First add a new matter by going to the Matters menu, then clicking on the Add button at the top corner.
Then type in a test matter name and select the Questionnaire Type:
After adding the new questionnaire, you will access the Matter Details screen. From there click on Open Questionnaire:
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.

Do I need to invite a client to test a questionnaire?

No. Create a test matter, click Open Questionnaire from the Matter Details screen, and answer the questions as if you were the client.

Will my test matter affect anything?

A test matter behaves like any other matter, so give it a clearly recognizable test name. You can delete it when you are done testing.

What should I check while testing?

Go through each section and question as a client would to confirm your customizations, wording, and question order all appear as expected.