Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

INSZoom - Adding/Removing Questionnaires from an Email

  1. Last updated
  2. Save as PDF
This article will guide you on how to add/remove questionnaires from an email

Adding/Removing Questionnaires from an Email

Follow the below steps to add/remove the questionnaires from an email:

  1. From the case level, navigate to 'Emails' in the left menu.
  2. Click 'Compose Email'. 

clipboard_e0c4b4696d327ea251bc4280f32cc7534.png

  1. Select the check box 'Include Questionnaires'.
  2. To link a questionnaire, click on the 'Add/Remove' button.
  3. A pop-up window will appear for you to search on the questionnaire that you want to add. 
  4. When you find the questionnaire, you need to click on the blue '+' sign to the right.  

clipboard_e89903bf6d089a60a170ca7b004e76137.png

  1. The page will refresh in the background. When you are done adding all the necessary questionnaires, exit out of the pop-up window.

clipboard_e0ea83d9d3848c3571bfc4f7bbb64afa2.png

  1. To remove a questionnaire, select the 'Add/Remove' button in the 'Compose Email' screen.
  2. The questionnaire list will appear in a pop-up window.
  3. Check the box next to the questionnaire you wish to remove and select 'Remove'.
  4. Don't worry, this will not delete the questionnaire from the case itself.

clipboard_e117fe41ba15f3ad6f3fc29fee4669080.png

 

  1. The page will refresh in the background. When you are done removing all the necessary questionnaires, exit out of the pop-up window.

clipboard_e2fc17d976725104e624a88064ee45a45.png