General

• Invitations
• Downloading All Files Attached to an Assessment
• External Messaging for Assessments
• Assessment Reminder and Past Due Notifications

Creating and Managing your Risk Area

• Risk Area in Assessment Preview and Download

Managing Assessments

• Bulk Options
  • Share Questionnaire Access

Responding to Assessments/Surveys

• Responding to Assessments - Table Of Contents

• Answering an Assessment
  • Question tags on Client Connect
  • Viewing an Assessment
  • Export an Assessment for Offline Answering
  • Import Offline Answers in an Assessment
  • Adding and Clearing Answers
• Managing your Documents
  • Uploading Documents to Assessments
  • Viewing and Downloading All Files attached to an Assessment
• Assigning Questions
  • Submitting Assignments
  • Assigning Questions for Answering
  • Bulk-assigning Questions
  • Responding to Assignments
  • Change the Collaborators
• Question History and Applying Filters
  • Question History
  • Applying Filters
• Reviewing and Submitting Assessments
  • Review Assessment
  • Submitting Answers Back to your External Partner

Evaluating Assessments

• Bulk Evaluation
  • Expand Layout View in Bulk