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Standard User
Helpful Instructional Documents for any user
- Login to Client Feedback Tool
- Modify a Sent Survey
- Notifying Another Firm Member About A Survey Sent
- Reopen a Survey
- Reports - Delete Batch Report
- Reports - Delete Favorite Report
- Reports - Delete Scheduled Batch Report
- Reports - Delete Scheduled Favorite Report
- Reports - Download Scheduled Batch Report
- Reports - Review Scheduled Favorite Report
- Reports - Unschedule A Batch Report
- Reports - Unschedule A Favorite Report
- Save Report as a Favorite
- Scheduled Reports - Batch Report
- Scheduled Reports - Single Report
- Send a Feedback Request
- Send a Feedback Request - Employee
- Send a Feedback Request - Options Detail
- Send a Feedback Request - Step 1 Detail
- Send a Feedback Request - Step 2 Detail