You can generate a PDF copy of the EZ-Filing questionnaire and e-mail it to your client, or you can print a paper copy and fax or mail it.

1. In the main menu bar, select File>Bankruptcy Forms>Client Questionnaire to open the Client Questionnaire window.
2. From the list, select the Debtor Type.
3. From the list, select the Nature of Debts.
4. In the Extra Sheets area, enter the number of extra sheets you want to include to collect information for assets, liabilities, or executory contracts.
5. In the Send to list, do one of the following:

• To save the questionnaire as a PDF file:
  
  • Select PDF File and click OK to open the Save As window.
  • Browse to where you want to store the questionnaire file, and click Save.
    Tip: Be sure to select a folder that you can find when you attach the file to the e-mail message.

• To print the questionnaire:
  
  • Select Printer and click OK to preview the questionnaire.
  • Click .
  • Fax or mail a printed copy to the client.
  • Email a PDF copy to the client.

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