DecisionVault Knowledge Base
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Q&A

  • How to use Diagram Merge?
  • What custom questions can I use?
  • How to print an empty fill-in questionnaire?
  • Can I ask repeating questions for each child or advisor?
  • How can I edit contact details?
  • How to link & sync to an existing matter in Clio?
  • How to add a conditional section to your questionnaire
  • How does the people group box element work?
  • Can my client take multiple questionnaires?
  • Can I access the questionnaire internally to complete it for a client?
  • How do I share documents with a client?
  • How to export a list of client email addresses?
  • How can my client get back into the questionnaire?
  • How to export the information from a matter?
  • How do I delete a matter?
  • Plans and Billing - Frequently Asked Questions
  • How to set gender choices for questionnaire?
  • How to block further changes by the client on a questionnaire?
  • What is the size limit for the document upload?
  • How do I set a questionnaire to unsubmitted?
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