Deleting a Web Questionnaire from the Portal
If you send a Web Questionnaire to a customer’s Portal by mistake, you can delete the Web Questionnaire from the Portal.
Deleting a Questionnaire from the Portal cannot be reversed. Any Data the client may have already entered in this Questionnaire will be lost.
1. Open the Matter
Before you can delete a Web Questionnaire you must open the relevant matter. To open a matter, click the Open button and then select and open the required Matter.
3. Select the Web Questionnaire and Remove
Find the relevant Web Questionnaire, then right-click on the Questionnaire and select Remove from Portal.