How do I make client responses to Sections/Questions visible or not to Vendors?


When creating your Client Discovery there will be an option to toggle visibility at the section and question level. This allows for these question/response pairs to not be visible to the vendors. This can be used for sensitive information or irrelevant answers. 
 
To edit at the Section Level:
 
 
To edit at the Question Level:
 
 
At this time only you as the issuer can toggle this YES/NO button so be sure to do so in your Client's best interest.
 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request