Questionnaires are built once and reused across matters. This article covers creating one from scratch or from an existing template, adding questions, and publishing it so it can be assigned to a client portal.
➕ How to start a new questionnaire
Open the menu in the top right corner of EstateMin and select Questionnaires.
Click + New questionnaire.
In the Create a questionnaire window, choose how to begin:
Start with a blank questionnaire begins with no questions.
Start from a template copies an existing published questionnaire so you can adjust it. The original is not changed.
The questionnaire opens in the editor marked DRAFT.
✏️ How to add a title and introduction
Enter a Questionnaire title. This is required, and your client sees it at the top of the questionnaire.
Enter an Introduction. This is optional but recommended. Use it to explain why you are asking, roughly how long it will take, and that it is fine to answer with what they know.
Name questionnaires so your team can tell them apart at a glance, for example by matter type or by the stage they are used at. Questionnaires work with all matter types, so the name is for your own organization rather than a restriction on where it can be used.
❓ How to add questions
In the Questions section, click the button for the answer type you want, such as Short text, Single choice, or Date. (See all answer types)
Type the Question your client will read.
Add Help text if the question needs explanation or an example.
Change the Answer type here if you picked the wrong one.
For Single choice and Multiple choice, add the options your client can pick from.
Turn on Required question if the client must answer before submitting.
Repeat for each question. The count beside the Questions heading updates as you go.
🔧 How to reorder, duplicate, or delete a question
Reorder. Drag a question by the handle at its top right into the position you want.
Duplicate. Click the duplicate icon on the question. This is the quickest way to build a run of similar questions.
Delete. Click the delete icon on the question.
👁 How to preview your questionnaire
The QUESTIONNAIRE PREVIEW pane on the right updates live as you type and shows the questionnaire as your client will see it, including help text and required markers.
Click View as client for a fuller preview of the client's experience. Reading it through this way before you publish is the easiest way to catch a confusing question.
🚀 How to publish your questionnaire
A questionnaire must be published before it can be assigned to a client portal. Click Publish in the top right.
If anything is missing, a yellow panel lists what to fix. A questionnaire cannot be published until it has a title and at least one question. The list clears as you complete each item.
Click Save at any point to keep your work as a draft and come back to it later.
💡 Good to Know
Published questionnaires appear on the Templates tab and can be assigned to any client portal, on any matter type.
Editing a published questionnaire changes it everywhere it is already assigned, and the updated questions appear in those client portals. You are asked to confirm before the change is applied. If a matter is already underway and you do not want to disturb it, duplicate the questionnaire and edit the copy instead.
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💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.