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

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