Showing results for 
Search instead for 
Did you mean: 
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
ProFile Help

Using Questionnaire Templates in Hub

The questionnaire template in Hub allows users to compile and send questions via email for clients to answer. Questionnaire templates can be customized for type of clients, location, or any other need. In addition, response types can include either "Yes/No" or "Open-ended" responses.
Opening a Questionnaire Template
1.  Open the ProFile application.
2.  Select the "Hub" option from the "Goto" menu in the top toolbar.
User-added image
3.  Hub opens, displaying a list of clients Identify the client to whom you want to send an engagement letter (e.g., "John, Alexis"). Click the "Invite" button associated with the client.
User-added image
4.  The "Invite Clients to Use Link" window opens. Select the "Edit" link from the "Engagement Letter" option.
User-added image
The "Edit Questionnaire" window displays:
User-added image
Creating a New Question
1.  Click the "Add New Question" button. 
User-added image
2.  Enter the new question into the blank field and select "TYPE" option, either "Yes/No" or "Open-ended".
User-added image
3.  Click the "Done" button.
The new question is added to the questionnaire.
Deleting an Existing Question
1.  Identify question to be deleted from the questionnaire.
2.  Click the trash icon User-added image  corresponding to the question.
User-added image
The question is deleted from the questionnaire.
Creating a New Questionnaire Template
1.  Add and delete questions to any questionnaire as necessary.
2.  Click the "Add" button:
User-added image
3.  The "New Questionnaire" window displays. Enter name of new questionnaire template (e.g., "New Clients Only"):
User-added image
4.  Click the "OK" button; the new questionnaire template is ready to be populated with questions:
User-added image
5.  Add new questions and their corresponding response types.
6.  Click the "Done" button; the template is added to the drop-down menu of existing questionnaires:
User-added image
Deleting a Questionnaire Template
1.  Select the questionnaire to be deleted from the drop-down menu.
2.  Click the "Delete" button; the "Confirmation Message" window displays:

User-added image
3.  Click the "Yes" button; the questionnaire template is deleted from the menu.
Sending the Questionnaire
1.  Make all necessary changes to the questionnaire (add question, delete question, etc.).
2.  Click the "Done" button in the "Edit Questionnaire" window; the "Invite Clients to Use Link" window displays.
User-added image
3.  Click the "Invite" button in the "Invite Clients to Use Link":
The questionnaire is sent to the client.

Was this helpful?

You must sign in to vote, reply, or post