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It would be helpful to have the ability to print the client survey so we can review the information with the client during our initial meeting.
Because the questions and answers on the client survey are dynamic and will appear depending on what is or is not answered, that survey is not printable.
However, you can fill out the survey and print the 433A which has all of that information.
Would it be possible to create a static version of the client survey that can be printed? The format of Form 433-A is not practical for client interviews.
It is not something that is on the road map, however, I can create a feature request for it if you would like.
I agree with @SarahNarkiewicz I love the functionality of the client survey and its something we would use in place of our client intake form if we had the ability to print it or save it as a PDF.
Has there been any progress made toward this request? It seems like something that would be fairly simple to implement.