Managing Questionnaire Templates

Questionnaire templates are the forms you send to clients to collect information for a matter. Each template is linked to a JotForm form by its Form ID.

Table of contents

• The Questionnaires list
• Add a questionnaire
• Edit or delete a questionnaire

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The Questionnaires list

Click Settings in the left menu, then click Questionnaire Templates.

1. Add Questionnaire creates a template.
2. The edit button and the actions arrow of the template.
3. The Form Id of the JotForm form.
4. The Practice Area of the template.
5. The filter button: filter by Name or Practice Area. The button shows (1) by default, because Practice Area is set to All; it stays after you click Clear.

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Add a questionnaire

Create the form in JotForm first and copy its Form ID. Then click Add Questionnaire.

1. Enter the Name (required).
2. Enter the Form ID of the JotForm form (required).
3. Select the Practice Area.
4. Enter a Description.
5. Click Save.

The template can now be sent from a matter. See Questionnaires Overview.

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Edit or delete a questionnaire

1. Click the actions arrow of the template.
2. Edit Questionnaire opens the template. Make your changes and click Save.
3. Delete removes the template.

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Related articles

• Questionnaires Overview
• Managing JotForm Integration
• Managing Practice Areas