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      How do I answer a survey from a record?

      Answering surveys from a digital record

      1. Within the record, go to the tab titled Surveys.
      2. Click Respond Survey.
        1. A pop-up window will appear with the list of surveys that your organization has.
      3. Press Select to choose the survey of your interest.
      4. Answer the document with the client or ask them to complete it.
      5. Once the survey is complete, press Submit.
      To view the results of a survey that has already been answered, click on the corresponding View button.