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:
- Go to the Matter Details screen.
- Find the Submitted field on the right-hand side.
- 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
Frequently Asked Questions
Will my firm be notified when the client resubmits?
Yes. When the client clicks the submit button again, your firm receives a new submission notification email, just like with the initial submission.
Do the After Submit sections disappear when I set it back to unsubmitted?
No. Sections set to show After Submit become visible at the first submission and stay visible, even after the questionnaire is set back to unsubmitted.
What if I want the opposite, to stop the client from editing?
Set Client users can make changes to No on the Matter Details screen. See the article How to block further changes by the client on a questionnaire.