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Some clients will use questionnaires to establish safety
and compliance practices within your business.
They may use the questionnaires as a mandatory document list.
EXAMPLE: They may ask do you have Public Liability? If Yes, you will be required to upload the policy via the questionnaire which will load into the insurance section of the system.
Go to the Questionnaires on the left menu. A client list will appear, click on the client name.
If there is a red icon next to the menu, that means there are questions that require answering - clients can add questions at any time.