Sembley intakes are customizable to reflect the uniqueness of your agency. Specifically, you can (1) set default responses to questions that you frequently answer the same way, (2) hide questions you don’t want to ask your clients, (3) add notes to questions for more specific guidance.
Customizations reflect on all intakes. It’s important to understand that when you hide or add a note to a question, this will update all of the intakes that you share with any of your clients. That way, you don’t have to make these customizations one-by-one every time you create a new Submission.
Here’s an overview of how to hide questions and add notes: