How do I set a questionnaire to unsubmitted?

You can set an intake / questionnaire back to "unsubmitted" from the matter details screen.

To reopen the questionnaire for edits and trigger a resubmission, follow these steps:

1. Go to the Matter Details screen.
2. Find the Submitted field on the right-hand side.
3. Click the dropdown and choose “Set back to unsubmitted.”

Why this is useful?

• The client will see your custom submit button label again
• When they click it, your firm will receive a new submission notification email, just like with the initial submission