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CommunityIs it possible to prepare an interactive questionnaire form for clients to complete, and then upload the responses to a Leap Form, Leap Card or document? I am looking for more efficient ways to gather information from clients and transfer it to Leap.TIA

Is it possible to prepare an interactive questionnaire form for clients to complete, and then upload the responses to a Leap Form, Leap Card or document? I am looking for more efficient ways to gather information from clients and transfer it to Leap.TIA

Elizabeth Mitrow (Customer) asked a question.

Is it possible to prepare an interactive questionnaire form for clients to complete, and then upload the responses to a Leap Form, Leap Card or document? I am looking for more efficient ways to gather information from clients and transfer it to Leap.TIA

Wendy Lyon likes this.
  • Dear Elizabeth, thank you for reaching out to us. 

    Unfortunately, we don't offer any services for the importation of client data via forms or websites but you may want to look into Settify as an alternative. Settify integrates with LEAP and can be enabled via the LEAP App Marketplace. Go to LEAP Menu > App Marketplace and search for Settify Connect.

    More details can be found on that page or by visiting their website.

    Feel free to let us know if you require any further assistance.

    Expand Post
  • Elizabeth Mitrow (Customer)

    Hi Anneke, I contacted Settify - they only provide support for certain limited areas of law (not our area, immigration). So that is a dead end unfortunately. Do you have any other suggestions to assist?

    • Dear Elizabeth, I'm sorry that didn't work out for you. Unfortunately, at this stage that is all we can recommend.

      Regards, Anneke

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Is it possible to prepare an interactive questionnaire form for clients to complete, and then upload the responses to a Leap Form, Leap Card or document? I am looking for more efficient ways to gather information from clients and transfer it to Leap.TIA