Deactivate an Emailed Link (Questionnaires, Docs Checklist etc.)
Emailed links provide access to provide information via questionnaires, etc. Here's how to manually deactivate a link, if needed.
Navigate to the relevant 'Case Info' or 'Client Info' page.
Click on 'Emails' link under the 'Communication'.
Click on the relevant email with the emailed link.
A pop-up window will appear. Under the drop down menu, select the ‘Deactivate the Link’ option.
NOTE: If the client attempts to use an emailed link after it has been deactivated, they will receive the following message, “The access period for the questionnaires/forms has expired. Please contact your case manager.”