How to Add Custom Questionnaires to Send to Clients

How to create your own custom structured questionnaire to send to your customers during onboarding - with data input types like text, numbers and file uploads.

On this page: Download the manual · Watch the video · Step-by-step guide

Jump to: Question Set Access · Initial Set Configuration · Custom Question Entry · Management and Removal

Question Set Access

1. Go to Account Settings, then Click Customisation in the sidebar
2. Then select or click for the Question Sets tab

Initial Set Configuration

1. To Add new Questionnaire, click New Question Set button.
2. Put a name for the Questionnaire into the Name field, for example Business Onboarding Questions.
3. Then enter your internal description for the questionnaire in the Description for question set. This is only see by your team and not your customers.
4. Then enter your external description for the questionnaire in the Customer-Facing Description for question set. This will be seen by your customers, so provide clear information.
5. Now choose the Type of Questionnaire - generally you will want to use the Questionnaire option from the Type dropdown.

Custom Question Entry

Examples question and types could include:

1. Add numeric question: How many people are in your business?
2. Add numeric question: How many years have you been operating?
3. Add file upload question: Please add your industry certification.
4. Add text question: What is the name of your accounting firm?
5. Click Create.

Management and Removal

1. Click Edit on question set.
2. Click Remove next to a question.
3. Click Save Changes.
4. Click Delete and confirm removal of question set.

Related articles

• Can custom client onboarding questions be added (e.g. collecting TFN)?