> ## Documentation Index
> Fetch the complete documentation index at: https://docs.penbox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to send and receive a client update starting from Brio

> Broker guide: trigger a Penbox client-data update from Brio and write the verified result back to your Brio record — no manual re-keying.

As a broker working in **Brio**, you can send a client a form to verify and update their client file, then import their response straight back into the Brio record — no copy-pasting and no chasing missing details by email.

This guide covers the full round-trip for an individual (*particulier*) client file: sending the update form from Brio, and integrating the response once the client has completed it.

## Watch the walkthrough

Prefer to watch first? Pick your language.

<Tabs>
  <Tab title="Français">
    <video controls className="w-full aspect-video rounded-xl" src="https://storage.googleapis.com/pnbx-cdn/videos/brio_fr_with_voice.mp4" />
  </Tab>

  <Tab title="Nederlands">
    <video controls className="w-full aspect-video rounded-xl" src="https://storage.googleapis.com/pnbx-cdn/videos/brio_nl_v2.mp4" />
  </Tab>
</Tabs>

***

## What you'll build

By the end, you will have run a complete client-update round-trip that:

* **Sends an update form** to an individual client directly from their Brio client file
* Invites the client (with reminders, where appropriate) to **verify, complete, or correct** their information through a questionnaire
* **Imports the response back into Brio**, letting you choose field by field which new values to keep

**Estimated time:** 5 minutes

***

## Send a client-update form

<Steps>
  <Step title="Open the client in Brio">
    Go to **Brio** and search for the client you want to send a client-file update form to.
  </Step>

  <Step title="Open Messages">
    Once you are on the client file, click the two arrows — **Messages** / **Berichten**.
  </Step>

  <Step title="Start a new form">
    Click **envoyer une nouvelle demande** / **nieuw aanvraag versturen**.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-14.56.18.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=4033c33a93f1f501af29a55438c39bbf" alt="Screenshot 2026 06 04 At 14 56 18" title="Screenshot 2026 06 04 At 14 56 18" className="mx-auto" style={{ width:"81%" }} width="1732" height="1328" data-path="images/Screenshot-2026-06-04-at-14.56.18.png" />
    </Frame>
  </Step>

  <Step title="Check the recipient">
    You will see the contact details of the person the update form will be sent to. Confirm they are correct before sending.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.01.41.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=54c959f1e2b1235ed027a2748c4caa62" alt="Screenshot 2026 06 04 At 15 01 41" title="Screenshot 2026 06 04 At 15 01 41" className="mx-auto" style={{ width:"77%" }} width="1634" height="1006" data-path="images/Screenshot-2026-06-04-at-15.01.41.png" />
    </Frame>
  </Step>

  <Step title="Send the form">
    Click **envoyer demande** / **aanvraag versturen**.

    Your client then receives an invitation — and reminders, where appropriate — inviting them to complete a questionnaire to verify, complete, or modify their client information.
  </Step>
</Steps>

***

## Integrate the client's response

Once the client has completed their client-file update, import the response into Brio.

<Steps>
  <Step title="Open Messages in Brio">
    Go to **Brio** and click the two arrows — **Messages** / **Berichten**.
  </Step>

  <Step title="Open incoming responses">
    Click **traiter la / les réponse(s) entrante(s)** / **binnengekomen antwoord(en) behandelen**. You will then see all the responses that have come in.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.02.58.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=d943eec9dcc7575a616d0d8c5f295333" alt="Screenshot 2026 06 04 At 15 02 58" title="Screenshot 2026 06 04 At 15 02 58" className="mx-auto" style={{ width:"75%" }} width="1710" height="1324" data-path="images/Screenshot-2026-06-04-at-15.02.58.png" />
    </Frame>
  </Step>

  <Step title="Select a response">
    Click the response you want to integrate.
  </Step>

  <Step title="Compare and choose what to import">
    You will see a page with the **original Brio values on the left** and the **new values submitted through the update form on the right**. Select the responses you want to import — and leave out the ones you don't.
  </Step>

  <Step title="Save">
    Click **enregistrer** / **opslaan** to write the selected values back into the Brio client file.

    <Frame>
      <img src="https://mintcdn.com/penbox/4g0DFtTIifEFgBRm/images/Screenshot-2026-06-04-at-15.04.35.png?fit=max&auto=format&n=4g0DFtTIifEFgBRm&q=85&s=873641f98454037cb02114f98d42d816" alt="Screenshot 2026 06 04 At 15 04 35" title="Screenshot 2026 06 04 At 15 04 35" className="mx-auto" width="2268" height="960" data-path="images/Screenshot-2026-06-04-at-15.04.35.png" />
    </Frame>
  </Step>
</Steps>

***

## You're done

You've sent a client-file update form from Brio to a client, and integrated their response back into the Brio record — keeping the client file current with no manual re-keying.

***

## What's next?

<CardGroup cols={2}>
  <Card title="Form Templates" icon="file-lines" href="/forms/form-templates">
    Design the questionnaire clients fill in to update their file.
  </Card>

  <Card title="Form Notifications" icon="bell" href="/forms/notifications">
    Configure the invitation and reminders clients receive.
  </Card>
</CardGroup>
