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Completing Questionnaires in the Client Portal

How to fill out and submit forms shared with you.

Vaasu Guduguntla avatar
Written by Vaasu Guduguntla
Updated over 3 weeks ago

Sometimes the business you’re working with may ask you to complete a questionnaire or form. These are used to collect important details so they can move your project forward smoothly.

You can complete questionnaires directly inside the Client Portal — no downloads or extra accounts required.


📩 How You Receive a Questionnaire

You’ll receive an email from the business with a link to complete the questionnaire.

The email may include a button such as:

  • Complete Questionnaire

  • Fill Out Form

  • Open Portal

Clicking the button opens the questionnaire in your browser.


📝 Filling Out the Questionnaire

Inside the Client Portal, you may be asked to:

  • Answer short or long text questions

  • Select options from dropdowns or checkboxes

  • Choose dates or timelines

  • Upload files (such as inspiration photos or documents)

Required questions will be clearly marked.

You can take your time filling everything out.


📎 Uploading Files

If the questionnaire includes file uploads:

  • Click the upload area

  • Select files from your device

  • Wait for the upload to complete before submitting

Supported file types and sizes are shown directly in the form.


Submitting Your Responses

When you’re finished:

  1. Review your answers

  2. Click the Submit button

Once submitted:

  • Your responses are sent instantly to the business

  • You’ll see a confirmation message

  • No additional action is required unless the business follows up


🔄 Can I Edit My Responses After Submitting?

In most cases, submissions cannot be edited after they’re sent.

If you need to make a change:

  • Contact the business directly

  • They can resend or update the questionnaire if needed


📱 Completing Forms on Mobile

Questionnaires work on desktop, tablet, and mobile devices.

For the best experience:

  • Use an updated browser

  • Ensure a stable internet connection

  • Avoid refreshing the page while uploading files


Having Trouble Submitting?

If something doesn’t work:

  • Make sure all required fields are filled out

  • Check your internet connection

  • Try a different browser or device

If the issue continues, reach out to the business for help.


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