Review List of Published Templates

Access level: Firm Administrator

To View the List of Published Templates for your firm, take the following steps:

1.       My Firm > Customize > Manage Survey Templates

2.       By default, the Client Feedback Tool shows Type: Client surveys first

a.       To view Employee or Vendor surveys available to your firm, choose from the drop down selections

b.       Client Feedback Tool will display any templates you have marked as Favorites in alphabetical order first (signified by a yellow star)

c.       The remaining templates will display in alphabetical order below the Favorites