1: Click Admin in the menu.

2: Select Config from the drop down menu - the Config window will open.

1: Click on the Claim Form tab.

2: Click on the Client Questionnaire tab.

3: Click the New Tab button - a pop-out window will appear.

1: Type a name for the new questionnaire.

2: Click OK - you will now be ready to add questions.

1: Click New - a new entry will be added to the questions list.

2: Enter the question's name, type and if required merge field name as required. Repeat for each required question.

3: Click OK to save the questionnaire and close the window.

PLEASE NOTE: Every new questionnaire will have new user permission created for it that will default to un ticked. Follow here for instruction.

Introduced in Version Number 2015.6.25.1669 on 25/06/2015