suitcase icon HiddenLevers Knowledge Base calendar iconSchedule Training

Reviewing and Printing Completed Questionnaires

Once a client/prospect completes a risk survey, their answers will appear on their client page.

To view a client's completed survey, you will want to go their client page and in the "Survey History" section you will see links to all surveys that the client has completed.

When you click one, the system will take you to a separate page that displays all their answers. From here, you can click "Print" on the top left to generate a PDF file of their survey answers. 

Also, you can always include the most recent survey answers in a Proposal report if you include the "Survey" section.