How can my client get back into the questionnaire?
There are two links your client can use to get back into their questionnaire, and you will find both on your Dashboard. The first is the Standard Link for the questionnaire they started. Your client can open that same link and sign in to pick up right where they left off:
The second option is the Firm Portal Login link. With this link your client logs in directly and sees all the documents and questionnaires on their matters:
The Firm Portal Login link sits right below the standard links on your Dashboard and looks like decisionvault.com/login/your-firm-name. Clients log in with the email address they used for their questionnaire. That makes it the easiest link to share with any returning client, since they do not need to remember which questionnaire they were in.
If your client is still logged in from an earlier visit, they will see a welcome back screen instead and can continue right away:
If your client is having trouble logging back in, see the article Troubleshooting client login issues.
Frequently Asked Questions
What is the difference between the Standard Link and the Firm Portal Login link?
A Standard Link belongs to one questionnaire: new clients use it to create an account and start that questionnaire, and returning clients can use it to get back into it. The Firm Portal Login link is one link for your whole firm: clients log in and see every questionnaire and document on their matters. For returning clients, the portal login link is usually the better one to share.
Where do I find these links?
On your Dashboard. Each questionnaire's Standard Link is listed with a copy button, and the Firm Portal Login link appears below them.
Do these links ever change?
Only if a firm administrator changes the firm short name or a questionnaire short name under Settings > Firm > Standard Links. After a change the old links stop working right away, including the Firm Portal Login link, so share the new ones with your clients. See the article How to customize your standard links (questionnaire URLs).
Which email address should my client use to log in?
The email address they used when they were invited or started the questionnaire. Accounts are matched by email, so they can sign in with a password, Google, or a magic link and still reach the same account.