Questionnaire Configuration

Questionnaires let you request information from a client in a structured way, rather than collecting it over email.

Building a questionnaire

Question Templates are grouped by category. Selecting a template shows its questions, each with its own answer type and edit, copy, and delete controls.

1. Open Firm Setup, then Configurations, then Questionnaire.

2. Click + Add Template to create a new template, or select an existing one from the sidebar.

3. Use + Add New Question to add a question and select its answer type.

4. Use the edit, copy, and delete controls on each question to adjust it.

5. Optionally use Adopt from Zato to import Zato's own standard question templates instead of building from scratch.

Sending a questionnaire

1. Select the questionnaire you want to send.

2. Complete Receipting Emails (the only required field), Receipting Name, and Financial Year.

3. Send. The client completes it through the client portal.

A questionnaire can be edited generally, which affects every client, or customised for one client only, in which case the change stays scoped to that client.

How to access: Firm Setup, then Configurations, then Questionnaire.