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Mitratech Success Center

How can I preview a questionnaire before sending it to my client?

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1.From the Process record, go to All Questionnaires.

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2. Click New Invitation.

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3. Select the questionnaire then click Next.

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4. Uncheck the box Send Notification, then click Send.

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5.  This creates the questionnaire without sending a notification to your client.
6.  Open the questionnaire and delete it when you are finished.