How can I send the Mini Fact Find Questionnaire to my clients?

In the clients’ list table, you can see buttons “Copy” “Email”. These are the 2 ways on how you send the Mini Fact Find to your clients.

1. Copy button will allow you to copy the link. You can then send that link to your client in any manner you want
   
2. Email button will automatically send an email to your client with a link inside the email body. Your client can click on the link in the email to access the Mini Fact Find.
   

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