> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.getcount.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Create and Manage Questionnaires in COUNT Practice Manager

Questionnaires allow you to collect information from clients before starting work or during your engagement. You can create reusable questionnaires with different question types, preview them before publishing, and use them as part of your Period Close workflows.

### Accessing Questionnaires

# Creating a New Questionnaire

1. Click **Comms** and choose **Questionnaires**, then click **+ New Questionnaire**.  ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/capturejpg_z6tjyz.jpg)
2. Enter a **Questionnaire Name** (required).
3. (Optional) Add a **Description** to provide additional context. 

**Add Questions**. Each questionnaire can contain one or more questions. For each question:

5. Enter the **Question Text**. 
6. Select the appropriate **Question Type.**
7. (Optional) Add **Help Text** to provide instructions or additional information for your client.
8. Enable **Required** if the client must answer the question before submitting the questionnaire. 

You can continue adding as many questions as needed by selecting **+ Add Question**. 

9. Click **Create**.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/qt4_1flfp4f.png =500x643)
# Available Question Types

COUNT Practice Manager currently supports the following question types:

| Question Type | Description |
| ---- |
| **Text Answer** | Allows the client to enter a free-text response. |
| **Number Answer** | Restricts the response to numeric values. |
| **Document Upload** | Allows the client to upload supporting files, such as bank statements or financial documents. |
| **Checkbox** | Lets the client select one or more predefined options. |
| **Digital Signature** | Requests the client to electronically sign the questionnaire. |

Choose the question type that best fits the information you need to collect.

# Preview Your Questionnaire

Before sending the questionnaire, you can select the **Preview** tab to see exactly how the questionnaire will appear to your clients. The preview displays:

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/qt6_1stkm6j.png =500x481)
Using Preview helps verify that your questionnaire is clear and easy for clients to complete before making it available.

Your questionnaire will now be available to use in your workflows and can be selected wherever questionnaires are supported, including Period Close.

| ProTip: Keep questionnaires focused on the information you actually need. Breaking large questionnaires into smaller, purpose-specific questionnaires often provides a better experience for clients and improves completion rates.