When a Web Questionnaire is sent by a Lawyer/Agent for completion by a client, it will appear in the Client Portal Inbox as an encrypted message. To access the Inbox you will need to log in to the Portal using the relevant login information.

Once logged in, you will see the Inbox with a message that contains the Questionnaire.

To open the message, click any where on the message row or the arrow at the end of the row

The message will now decrypt and open. You should review the contents of the message carefully and it will contain instructions on how to complete the Questionnaire.

To open the Web Questionnaire, click the Open Questionnaire button

The Questionnaire will now proceed to open to the Start page. You should read the instructions which appear on the Start page and then when you are ready to commence filling out the Questionnaire, click the Start button.

Follow the instructions on each page and answer every question, providing as much information as you can. If you don't know the answer to a question, you can continue and come back and edit an answer later. You can save, close, and come back to the Questionnaire at any stage before you submit it.

To move between pages, use the Continue or Previous buttons that are at the bottom of each page. Clicking Continue or Save will save what you have entered on the page.

When you get to the end of the Questionnaire, you will be able to review all of the information you have provided.

When you have provided all of the information you can, go to the end of the Submit page and review the declaration and the terms and conditions. To submit the Questionnaire, you will need to click Yes on the declaration and then click the Submit button to send your completed Questionnaire.

Once you click Submit, the Questionnaire will be finalised and sent for review. To finish, click the Continue button.