Using the Questionnaire Builder

How to use the Questionnaire Builder

Rafael avatar
Written by Rafael
Updated over a week ago

The Questionnaire Builder feature allows you to create additional questionnaires/assessments that may use to manage your client’s immigration application.

  1. Click on “Settings/System” from the main menu.

  2. Click on “Questionnaire Builder” from the left menu bar.

  3. Click the Create Questionnaire button.

  4. Be sure to enter a Tag and the title for your questionnaire/assessment before entering your questions.

You may apply sections to separate the different areas of your questionnaire. To add questions and/or sections, navigate to the right of the screen and click the Add Question or Add Section button.

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