Skip to main content
When an answer is missing or needs fixing, leave a comment on that question. Your client sees it right on the question in their questionnaire. When you’re ready, Submit Review sends them one email with all your new comments.
Your client can read every comment on the questionnaire. Keep notes that are only for your team in the case’s Notes tab instead. See Add Internal Notes.

​
Before you start

  • Your client needs access to the questionnaire. See Send Invitation.
  • Comments need Notes in Questionnaires turned on. An admin can change it in Settings > Preferences, under Miscellaneous.
  • The case’s client needs an email address on their record, or Submit Review can’t send.
  • Open the questionnaire and find the question that needs work. Show Only Incomplete Questions helps you find blank answers. See View Questionnaire.

​
Add a comment to a question

  1. On the question, select the speech bubble icon, Add Note. A panel opens on the right with the question’s name and any earlier comments.
  2. Type your comment in Write a comment for this field….
  3. Press Enter or select the round send button. Use Shift+Enter for a new line.
Your comment appears in the panel, marked You. The panel says Adds a comment on this field · no email yet. Your client can already see it on the question. Nothing is emailed yet. The question’s icon turns blue and shows how many comments it has. Add comments to other questions the same way. To change or remove a comment you wrote, use the pencil or trash icon under it. Select the back arrow to close the panel.

​
Write a comment your client can act on

  • Name the exact fact or document you need.
  • Say what’s missing or wrong, and where the client can find the answer.
  • Keep one request per question.
  • Leave out internal strategy. Your client reads every word.
For example: Please add the DLI number from your letter of acceptance. It starts with O.

​
Send the review to your client

  1. In the left panel, turn on Review Mode. The button at the top of the left panel changes to Submit Review.
  2. Select Submit Review.
  3. Under Send notification to, check the name and email. The email includes new comments on every person’s questionnaire in this case, so send it only to someone who may read all of them. Select Change to send to a different address.
  4. Optional: write a note in Add a personal message. It appears in the email above your comments.
  5. Select Send Review.
You see Review submitted successfully. Notification sent. Your client gets one email titled Your Questionnaire Has Been Reviewed. It lists every comment your team added that they haven’t read yet, for everyone on the case, with a link to their questionnaire.
With Review Mode on, the right panel can also show Suggestions from the AI review, on plans that include it. Add as comment posts a suggestion to its question as a comment and marks the question Changes Requested.

​
What your client sees

When your client opens their questionnaire, they see Your consultant requested some changes, with I’ll do it later and Review changes.
  • Review changes takes them through each comment, one at a time. A card beside the question shows Feedback 1 of 2, the question’s name, and your comment, word for word.
  • From the card, they can open the comment thread with View notes, answer you with Reply to your consultant, or move on with Skip for now.
  • I’ll do it later leaves a Review changes button in the bottom right corner, so they can start whenever they’re ready.
On the question itself, your client sees a blue dot and a badge such as 1 new note. The section shows how many of its questions have new notes. They can also open the question’s speech bubble icon to read and reply. If you marked a question with Request Changes in Review Mode, its card reads changes requested and offers Let me fix it and I can’t fix this.

​
See your client’s replies

Replies land in the same thread on the question. Open the question’s speech bubble icon to read them, or select Notes at the top right of the questionnaire to see every thread. Replies you haven’t read are listed under New from client. When your client submits the questionnaire again, the people assigned to the case get the usual submission email.

​
Troubleshooting

Your client didn’t get an email. Adding a comment sends nothing. Turn on Review Mode, select Submit Review, then Send Review, and wait for Review submitted successfully. Notification sent. Check the address under Send notification to, and ask the client to check their spam folder. You can’t find Submit Review. Turn on Review Mode in the left panel. Submit Review replaces the autofill button at the top. Your client doesn’t see Your consultant requested some changes. This prompt appears only after your client has submitted the questionnaire at least once, and only for comments added since their last submission. Your comments still show on each question. There’s no speech bubble on questions, or no Notes button. Notes in Questionnaires is turned off. An admin can turn it on in Settings > Preferences, under Miscellaneous. Submit Review says the client email wasn’t found. Add an email address to the case’s client record, then submit again. You wrote something only your team should see. Delete the comment with the trash icon, then add it to the case’s Notes tab. See Add Internal Notes.