Questions/Client Portal
Questions Template
4min
the use case imagine you have a list of questions you always ask when onboarding a new client instead of typing each question every time, you make a template and then import it this way, you don't have to add them individually every time explainer video how to create a questions template go to settings > templates > questions > + question button question templates are pre made questions you can quickly grab whenever you need them how to import a question from templates go to the questions module > click on three vertical dots > import from template option