✏️ Editing a Questionnaire
To edit a questionnaire, go to Questionnaires from your main menu and open the questionnaire you’d like to update.
You can edit questionnaires that are in Draft status at any time. Inside the editor, you can update:
The questionnaire name, description, or cover image
Questions and content items
Expiration dates
All changes are saved automatically while you work.
📄 Duplicating a Questionnaire
Duplicating a questionnaire is a great way to reuse an existing structure without starting from scratch.
You can duplicate a questionnaire in two ways:
From inside the questionnaire editor, click Duplicate in the Actions panel
From the questionnaires list, click the three dots (⋯) next to a questionnaire and select Create a new copy
The duplicated questionnaire will be saved as a Draft, allowing you to make changes before sending it.
🗑️ Deleting a Questionnaire
If a questionnaire is no longer needed, you can delete it from the questionnaires list by selecting the three dots (⋯) and choosing Delete.
⚠️ Note: Deleting a questionnaire is permanent and cannot be undone.
📊 Understanding Questionnaire Statuses
Each questionnaire has a status to help you keep track:
Draft – Still being edited and not yet sent
Published – Has been sent to clients
This makes it easy to see which questionnaires are active at a glance.
Note: 👉 Published questionnaires can’t be edited. Duplicate the questionnaire to make changes.