Edit On-Complete Settings
Published: Monday, December 16th, 2013 by Chris Zieba
When an interview is completed, you can control who gets a copy of the generated documents. This is useful if you want to receive a copy of the generated documents after each successful completion of an interview. You can also allow the client who is completing the interview to receive a copy.
In the Quick Links section found on the right side of the manager, you will see a link Edit On Complete. Click on the link to edit the settings.
You can now input the name and description of your interview.
|Email deliverables to client:||If this is checked, a final question in the interview will ask the client to enter an email, where deliverables will be sent.|
Notify the emails provided when a client completes an interview. If you enter more than one email, they must be separated by a semi-colon.
The deliverables created by an interview can be emailed to selected individuals by entering a semi-colon delimited (;) list here.
After you click the Save button, the interview will be updated, along with the on complete settings.