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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 yesterday

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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