How to hide parts of the questionnaire?

Every section of your questionnaire has a Show setting with five options: Always, After Submit, Manually Added, Conditional, and Never. This setting is how you hide a section completely, reveal it only after submission, or show it to some clients only.

On the Questions tab of the customization screen, the labels next to each section show how it is set:

Where to configure this?

Go to Settings > Customization> then Open the questionnaire, and open the section on the Questions tab. Click the Edit button on the right-hand side:

Then open the Show dropdown and pick when the section should show up in the questionnaire:

Always

As it's written, shows up for every matter under that questionnaire type.

After Submit

After the questionnaire gets submitted the client lands on the Client Workspace (portal) screen, and if they open the questionnaire again then the "after submit" sections will be available to answer.

Example: the attorney wants the client to fill in the questionnaire without the Assets & Liabilities section at first, and then after they submit and have a first interaction with the attorney, they can come back in and fill in their financial assets.

Manually Added

The sections marked as "manually added" are hidden by default, but they can be turned on by opening the Matter Details screen and adding them to the questionnaire for that matter (and that matter only).

Open the following menu from the "Questionnaire" dropdown.

Example: the attorney has an in-depth follow-up worksheet on life insurance that they sent to clients who have a lot of life insurance - with this functionality they can build up that worksheet into one manual section and keep it hidden, and only turn it on for some clients.

Conditional

By marking a section as 'conditional' it becomes available to be linked to 'Yes/No' questions, which then dynamically show / hide it.

Example: the attorney can add a section on 'Pets' (or 'Business') with questions about the clients Pets (or Business), and then put in a Yes/No question that asks the client if they have any pets and based on their answer the section will show up (or not).

Never

Never fully hides a section so it does not show up anywhere. The unused extra section pages at the bottom of the customization screen are set to Never until you need them:

Frequently Asked Questions

Can I show a section to only some clients?

Yes, two ways. Set the section to Manually Added and turn it on per matter from the Questionnaire dropdown on Matter Details, or set it to Conditional and link it to a Yes or No question so it appears based on the client's own answer.

What happens to an After Submit section if I set the questionnaire back to unsubmitted?

It stays visible. The section becomes visible after the first submission and remains visible afterwards, even if the questionnaire is set back to unsubmitted.

How do I completely remove a section?

Set its Show option to Never. The section and its questions stay in your customization but never appear to clients.

How do I set up a conditional section step by step?

See the article How to add a conditional section to your questionnaire. In short: mark the section as Conditional, then create a Yes or No question and link it to that section.