This article will describe the process of how to Send Default or Original Questionnaire via Link in ClientInsights, ClientBuilder or TeamBuilder at their request.
Who can do this?
All the users that has access to ClientInsights, ClientBuilder or TeamBuilder.
Steps on sending a link
1. Click ClientInsights / ClientBuilder / TeamBuilder.
2. Click Get Started Button.
3. Choose any Templates and click the paper plane button.
4. Tick Radio button Link and Create URL or Code button
5. Copy URL
NOTE: Proceed to step 3 after step 1 when the user already tick the "Hide this page in future" DarkBlue Templates are the Original Templates and LightBlue Templates are the cloned or custom templates.
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