Viewing responses

Every questionnaire you send becomes a request you can track. You'll find them all under Documents → Questionnaires.

The Questionnaire Requests list

The list shows one row per sent form, with these columns:

• Questionnaire: which form it is.
• Contact: who you sent it to.
• Status: where it's at (see below).
• Sent: when it went out.
• Completed: when the client finished, if they have.

You can search the list, and filter by status: All, Awaiting Response, Completed, Cancelled, or Expired.

What the statuses mean

Status	What it means
Draft	Created but not sent yet.
Queued	Lined up to send.
Scheduled	Set to send at a later time.
Failed	Something stopped it from sending.
Awaiting response	Sent, you're waiting on the client.
Completed	The client has submitted their answers.
Expired	The expiry date passed before the client finished.
Cancelled	You cancelled the request.

Inside a request

Click a request to open it. You'll see:

• The title and current status.
• The contact it was sent to.
• Key dates, Sent, Scheduled, Viewed, Completed, and Expires.
• Each question with the client's answer. Anything left blank shows Not answered, and questions hidden by conditional logic appear greyed out.
• Any uploaded files, which you can open or download.

From here you can also Send or Resend, Share (copy a link), Adjust Expiry, Edit Response Settings, View Questionnaire, and Cancel Request.

Printing and saving answers

There's no spreadsheet export for responses. To keep a copy:

• Print the completed form from the client's view, it has a Print button, which you can use to save a PDF.
• Download any files the client uploaded, straight from the request.