Link is not the best or very user friendly.  There is a lot of enhancements if Intuit wanted to put the time to it.  Here is what I did to make it a little easier to use the portal.

1 - clicked on firm settings

2 - clicked on request templates

3 - add the additional questions that you want to ask to the Sample Individual Template and saved them one at a time.  Don't know if it necessary to save each time but Link is funky.

4 - when I invite a client, I uncheck the Include questionaire box.

5 - back in link, in client details, I click the drop down arrow next to add request.

6 - click on my saved template and all of the additional questions I want to ask are added to the client.  The ones I don't need or want, I just delete.  It seems to be much quicker for me to do that.

7 - this puts the questions above the documents that I am looking for, such as the W2's etc., so I just go to each of my docs, open it and then save it.  It then puts the docs on top which is where I personally like to to be.

Don't know if this answers your question but I hope it helps a little bit.