To access the interviews that you have completed, click the Completed Interviews link at the top of the screen


To re-export documents from a completed interview

  • Select the interview and click the Documents button (or simply double-click the interview name). Then follow the normal steps for exporting documents.


To start a new interview using an old interview’s answers

  • Select the interview and click the Duplicate button near the bottom.
  • This will begin a new interview will all of the fields filled-in with the answers from the previous interview you selected.
  • If you just want to change some answers without starting a whole new interview, just use the Edit button.