Introduction to the Questionnaire
- The Questionnaire contains questions and is linked to a master.
- When creating a new document, you must fill in the folder form and the document form and then answer the Questionnaire.
- It helps you select the building blocks of content that will allow you to create a customized document based on the needs and expectations of your client.
Note: Remember to save your changes by clicking the 'Save' button in the left-hand column when taking any action in the MCQ.
Automatic saving is not available.
When creating a document
- You fill in the folder form and the document form.
- Once the document form is saved, you are sent directly to the Questionnaire.
See the full article here: 'How to create a document ?'
From a document being edited
When drafting your document, you can come back to the Questionnaire at any time to check or change an answer.
- In the left-hand menu, click on
- You will see your questionnaire with the answers that you entered previously. They are visible in the left-hand column.
- Make any changes (tick/untick boxes, etc.) then click on
or
to confirm the changes.
- Click on
'Access the document' to return to the word processor and continue working on your document.
NB:
- If you untick a building block of text that you had modified in the word processor and then return to your document, that modified building block will no longer appear in the word processor interface.
- If you go back to the Questionnaire and tick the same customised building block again, it will appear in your document with the changes made previously. Those changes are not lost.