How to add document requests to a questionnaire?

Standard Document Requests allow you to automatically ask every client completing a questionnaire to upload essential files such as identification, certificates, or any other documents you routinely need.

To add these to your questionnaire follow these steps:

1. Open the questionnaire customization screen

1. Navigate to Settings in the left-hand menu and select Customization.
2. Open the questionnaire you want to update (for example, Estate Planning) and move to the Setup tab at the top.

2. Locate the “Standard requests for documents” section

Scroll down until you see the section labeled Standard Requests for Documents. Here you will find:

• Any existing standard document requests already associated with the questionnaire.
• A field for adding new requests.
• A Remove button next to each request if you need to delete or update an item.

3. Add/remove document requests

To add a document request enter the request text in the Add Document Request field and then click the Add button. Example: "Please upload a copy of your Social Security card."

To remove or update a document request click Remove next to any request you want to delete. If you need to change the wording, remove the old request and add a new one with your updated text.