Can the clients still edit their contacts after they have submitted the questionnaire?

The client will still have the option to edit the questionnaire until you lock the matter for further changes. However, your client will no longer have the option to delete contacts after submitting the questionnaire. Firm staff users will still be able to delete the contact for the client. 

To delete a contact you need to click on "Open Questionnaire".

Go to the 'Contact Details' section (or however you may have renamed that):

From there you can either Edit or Delete any contact in the matter.

After editing the contact details hit Save.

Frequently Asked Questions

Can clients edit contact details after submitting the questionnaire?

Yes. Clients can keep editing the questionnaire, including contact details, until you lock the matter for further changes.

Who can delete a contact after the questionnaire is submitted?

Only firm staff users. Open the questionnaire from the matter, go to the Contact Details section, and use the Delete option on the contact.

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