Can you update the questionnaire?

[tax_officeassistant]

We've noticed our question for cryptocurrency isn't as obvious/easily understandable as we'd like, and doesn't cover all the legal bases. We'd like to update our question, but have already sent the Link to all clients, and don't want to go in to each of our 400+ clients and edit each one individually. Is there a way to update the questionnaire as a whole and then it will automatically update all current Link requests' questionnaires? We could then go in and mark the ones that were previously "done" as "not done" to prompt them to answer the new question. Fortunately, it's still January and we only have 3 or 4 clients marked done. 

[itonewbie · Accepted solution]

Would be happy to be proven wrong.  But I don't believe you can batch update requests that have already been sent or do any of the fancy stuff you are hoping for.

Intuit Link has not evolved from being a basic client portal for rudimentary questionnaire and document checklist; its functionalities are rather limited, unfortunately.

You can certainly update the template so that future requests will have your modified question though.

[tax_officeassistant]

As we suspected. Thank you