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3a. Send your questionnaire through a client portal
Updated over a year ago

If you would like to add extra security and improve client experience when sending out questionnaires, try embedding them in client portals.

The benefits include

  1. the ability to request clients to electronically sign the questionnaires they have filled out

  2. keeping each client's data encrypted in a portal

  3. extra security as accessing the questionnaire requires the client to login to the portal first

Watch the video tutorial

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