Completing Questionnaires in the Client Portal
Vaasu Guduguntla
Last Update 19 天前
Sometimes the business you're working with may ask you to complete a questionnaire or form. These are used to collect important details so they can move your project forward smoothly.
You can complete questionnaires directly inside the Client Portal — no downloads or extra accounts required.
📩 How You Receive a Questionnaire
You'll receive an email from the business with a link to complete the questionnaire.
The email may include a button such as:
- Complete Questionnaire
- Fill Out Form
- Open Portal
📝Filling Out the Questionnaire
Inside the Client Portal, you may be asked to:
- Answer short or long text questions
- Select options from dropdowns or checkboxes
- Choose dates or timelines
- Upload files (such as inspiration photos or documents)
You can take your time filling everything out.
📎Uploading Files
If the questionnaire includes file uploads:
- Click the upload area
- Select files from your device
- Wait for the upload to complete before submitting
✅ Submitting Your Responses
When you're finished:
- Review your answers
- Click the Submit button
- Your responses are sent instantly to the business
- You'll see a confirmation message
- No additional action is required unless the business follows up
🔄 Can I Edit My Responses After Submitting?
In most cases, submissions cannot be edited after they're sent.
If you need to make a change:
- Contact the business directly
- They can resend or update the questionnaire if needed
📱Completing Forms on Mobile
Questionnaires work on desktop, tablet, and mobile devices.
For the best experience:
- Use an updated browser
- Ensure a stable internet connection
- Avoid refreshing the page while uploading files
❓ Having Trouble Submitting?
If something doesn't work:
- Make sure all required fields are filled out
- Check your internet connection
- Try a different browser or device