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Delete an Existing Survey

To delete a survey that has already been sent, follow these steps:

  1. In the Dashboard, expand the left-hand navigation column and select Feedback, then select Modify Sent.

  2. Set the filter(s) necessary to display the appropriate survey(s) you are wanting to modify. Once filters are identified, select Update.

  3. When the window refreshes, select Edit.

  4. Select Delete Survey in the options under Actions.

  5. Finished.

Note: The Survey Sender can delete a survey for which there is no response. Only a Firm Manager (FM) or Firm Administrator (FA) can delete a survey with data in it. Taking this action should be carefully considered prior to deletion.