Help Center

Everything you need to know about Soraban

Overview Options

Exploring Overview Options

To access Overview Options, click Options on the Overview page.

Here is a quick explanation of all the settings you can change in the Overview Options.

  1. Initially show All Clients will set All Clients to load as the default tab on your Overview Page.
  2. Hide Locked hides the locked questionnaires from All Questionnaire view on the Overview page on every reload.
  3. Hide Completed functions the same as Hide Locked, but for completed questionnaires.
  4. Show only assigned clients will hide all of the clients you are not in primary contact with. It will also hide those clients' entities when you're selecting entities to send questionnaires to.
  1. Default Year lets you choose the default year filter on the All Questionnaires view on the Overview page.

Exploring Overview Options

To access Overview Options, click Options on the Overview page.

Here is a quick explanation of all the settings you can change in the Overview Options.

  1. Initially show All Clients will set All Clients to load as the default tab on your Overview Page.
  2. Hide Locked hides the locked questionnaires from All Questionnaire view on the Overview page on every reload.
  3. Hide Completed functions the same as Hide Locked, but for completed questionnaires.
  4. Show only assigned clients will hide all of the clients you are not in primary contact with. It will also hide those clients' entities when you're selecting entities to send questionnaires to.
  1. Default Year lets you choose the default year filter on the All Questionnaires view on the Overview page.

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