Questionnaire

Created by Emily A, Modified on Tue, 23 Sep at 8:47 PM by Emily A

Questionnaires – Your Direct Line to Feedback


The Questionnaire section is where insights flow in and confusion flows out. Whether it’s gathering client input, project feedback, or compliance checks, this is the place to collect answers that matter. No more lost forms or scattered emails—everything is streamlined and in one spot.


What You Can Do Here

  • View all questionnaires shared by your organization.
  • Track what’s pending, completed, or awaiting your response.
  • Fill out and submit questionnaires directly from the portal.

Access Questionnaires

  • Log in to the customer portal.
  • From the left-side menu on the top navigation bar, click on the Questionnaire option.
  • This will open the list of all questionnaires shared by your organization.

Pro tip: Treat questionnaires as conversation starters—the better you respond, the smoother your projects move forward.

 



Answering Made Simple

When it’s time to share your input, the portal keeps it effortless. Every question is displayed clearly, and all you need to do is step in with your responses—no back-and-forth, no extra clicks.

What You Can Do Here

  • Select Answer to start responding right away.
  • Review each question carefully before submitting.
  • Complete and send responses directly from the portal.

Pro tip: Answer questionnaires promptly—quick feedback keeps projects moving without bottlenecks.


Submission Confirmation – Your Final Checkpoint

Once you’ve answered and submitted, the system gives you instant peace of mind. A confirmation page appears right away, showing that your input has been securely recorded—no second-guessing, no “Did it go through?” moments.

What You Can Do Here

  • See the confirmation page as proof that your responses are saved.
  • Double-check details before closing or moving on.
  • Keep a record of your submission for future reference.




Preview Responses – Your Instant Review Desk

  • Finished answering, but want a quick look before moving on? The preview option has you covered. 
  • A single click lets you view all your responses—organized, clear, and exactly as submitted.

What You Can Do Here

  • Click the preview icon to review your responses in full.
  • Check that each answer reflects what you intended to submit.
  • Use the preview for a final confidence boost before wrapping up.


Stay Aligned with Ease

  • Questionnaires aren’t just forms—they’re your direct link to staying on track with organizational goals. 
  • By engaging with them promptly, you ensure every requirement is met without delays or missteps.

What You Can Do Here

  • Respond to questionnaires quickly and efficiently.
  • Stay compliant with organizational standards.
  • Keep projects aligned by sharing accurate input on time.

Pro tip: Treat every questionnaire as a checkpoint—consistent responses keep your work perfectly in sync with organizational needs.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article